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 7-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 | $150,606 | $176,662-14.7% | $130,648+15.3% | $152,861-1.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.07% | 2692.24%-2671.2pp | 1708.96%-1687.9pp | 345.32%-324.3pp |
| Employer contribution / active EE | $12,025 | $5,742+109.4% | $4,092+193.9% | $4,762+152.5% |
| Participant deferral / active EE | $21,649 | $4,361+396.4% | $3,603+500.9% | $5,850+270.0% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |