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 | $134,180 | $107,934+24.3% | $91,989+45.9% | $152,861-12.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 28.66% | 89.24%-60.6pp | 69.02%-40.4pp | 345.32%-316.7pp |
| Employer contribution / active EE | $31,073 | $4,210+638.1% | $3,452+800.2% | $4,762+552.5% |
| Participant deferral / active EE | $16,117 | $6,364+153.3% | $5,923+172.1% | $5,850+175.5% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |