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 4-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 | $117,030 | $90,348+29.5% | $75,972+54.0% | $145,922-19.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.79% | 620.88%-609.1pp | 359.55%-347.8pp | 561.29%-549.5pp |
| Employer contribution / active EE | $18,638 | $3,311+462.9% | $2,685+594.2% | $4,660+300.0% |
| Participant deferral / active EE | $20,699 | $5,162+301.0% | $4,255+386.4% | $6,688+209.5% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |