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 9-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 | $114,652 | $115,770-1.0% | $101,248+13.2% | $158,922-27.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.67% | 56.14%-43.5pp | 46.47%-33.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $10,292 | $4,175+146.5% | $3,660+181.2% | $4,761+116.2% |
| Participant deferral / active EE | $17,333 | $4,957+249.7% | $4,370+296.6% | $5,982+189.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |