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 | $97,130 | $96,484+0.7% | $75,886+28.0% | $152,861-36.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 29.50% | 33.98%-4.5pp | 30.76%-1.3pp | 345.32%-315.8pp |
| Employer contribution / active EE | $18,015 | $3,309+444.4% | $2,500+620.5% | $4,762+278.3% |
| Participant deferral / active EE | $11,887 | $4,553+161.1% | $3,603+229.9% | $5,850+103.2% |
| Admin fee / account holder | $3 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |