See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,959 | $105,181+38.8% | $159,436-8.5% | $85,850+70.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 22.44% | 45.07%-22.6pp | 263.57%-241.1pp | 318.53%-296.1pp |
| Employer contribution / active EE | $5,623 | $3,318+69.4% | $4,829+16.4% | $2,565+119.2% |
| Participant deferral / active EE | $8,625 | $5,945+45.1% | $7,352+17.3% | $3,952+118.3% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |