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 | $115,717 | $105,181+10.0% | $159,436-27.4% | $85,850+34.8% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.8%+2.0pp | 69.3%+15.5pp |
| Annual return | 19.31% | 45.07%-25.8pp | 263.57%-244.3pp | 318.53%-299.2pp |
| Employer contribution / active EE | $2,845 | $3,318-14.3% | $4,829-41.1% | $2,565+10.9% |
| Participant deferral / active EE | $7,801 | $5,945+31.2% | $7,352+6.1% | $3,952+97.4% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |