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 | $119,892 | $144,119-16.8% | $117,854+1.7% | $147,584-18.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.75% | 531.15%-519.4pp | 335.08%-323.3pp | 578.55%-566.8pp |
| Employer contribution / active EE | $6,003 | $4,896+22.6% | $3,786+58.5% | $4,876+23.1% |
| Participant deferral / active EE | $4,119 | $5,316-22.5% | $4,482-8.1% | $5,439-24.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |