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 | $120,777 | $99,020+22.0% | $86,590+39.5% | $147,584-18.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.06% | 1312.34%-1294.3pp | 964.84%-946.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $12,284 | $3,132+292.2% | $2,839+332.6% | $4,876+151.9% |
| Participant deferral / active EE | $12,527 | $3,972+215.4% | $3,609+247.1% | $5,439+130.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |