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 | $103,350 | $91,037+13.5% | $71,671+44.2% | $147,584-30.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 20.30% | 20.48%-0.2pp | 20.65%-0.4pp | 578.55%-558.3pp |
| Employer contribution / active EE | $9,010 | $3,327+170.8% | $2,460+266.3% | $4,876+84.8% |
| Participant deferral / active EE | $13,750 | $4,498+205.7% | $3,438+299.9% | $5,439+152.8% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |