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 | $92,728 | $177,572-47.8% | $154,803-40.1% | $142,382-34.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.86% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $8,651 | $4,810+79.8% | $4,305+100.9% | $4,299+101.2% |
| Participant deferral / active EE | $12,625 | $6,272+101.3% | $5,540+127.9% | $6,507+94.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |