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 | $116,573 | $70,606+65.1% | $53,898+116.3% | $142,382-18.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 12.44% | 619.81%-607.4pp | 528.60%-516.2pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,112 | $1,202-7.5% | $932+19.3% | $4,299-74.1% |
| Participant deferral / active EE | $2,241 | $2,364-5.2% | $1,826+22.7% | $6,507-65.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |