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 | $111,100 | $78,422+41.7% | $95,952+15.8% | $79,858+39.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.04% | 19.37%-5.3pp | 91.61%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $5,388 | $1,945+177.0% | $2,541+112.0% | $2,471+118.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7 | $5,622-99.9% | $6,795-99.9% | $5,306-99.9% |