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 | $79,773 | $69,207+15.3% | $64,056+24.5% | $139,434-42.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.42% | 45.88%-25.5pp | 33.69%-13.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,142 | $3,182-64.1% | $2,747-58.4% | $4,751-76.0% |
| Participant deferral / active EE | $12,147 | $4,682+159.5% | $3,880+213.1% | $6,710+81.0% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |