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 10-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 | $120,865 | $105,998+14.0% | $92,233+31.0% | $147,584-18.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.16% | 50.05%-26.9pp | 176.28%-153.1pp | 578.55%-555.4pp |
| Employer contribution / active EE | $12,960 | $4,333+199.1% | $3,679+252.2% | $4,876+165.8% |
| Participant deferral / active EE | $6,846 | $4,478+52.9% | $3,897+75.7% | $5,439+25.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |