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 | $125,781 | $185,822-32.3% | $169,993-26.0% | $139,434-9.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.80% | 60.50%-27.7pp | 53.37%-20.6pp | 372.94%-340.1pp |
| Employer contribution / active EE | $9,123 | $7,590+20.2% | $6,785+34.5% | $4,751+92.0% |
| Participant deferral / active EE | $6,744 | $11,622-42.0% | $10,408-35.2% | $6,710+0.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |