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 | $89,299 | $105,181-15.1% | $159,436-44.0% | $85,850+4.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 34.18% | 45.07%-10.9pp | 263.57%-229.4pp | 318.53%-284.4pp |
| Employer contribution / active EE | $8,038 | $3,318+142.2% | $4,829+66.4% | $2,565+213.4% |
| Participant deferral / active EE | $5,964 | $5,945+0.3% | $7,352-18.9% | $3,952+50.9% |
| Admin fee / account holder | $21 | $6,933-99.7% | $10,799-99.8% | $6,260-99.7% |