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 | $145,245 | $109,327+32.9% | $89,391+62.5% | $158,922-8.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.18% | 345.68%-334.5pp | 245.62%-234.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $9,946 | $3,170+213.8% | $2,586+284.7% | $4,761+108.9% |
| Participant deferral / active EE | $9,946 | $4,598+116.3% | $3,890+155.7% | $5,982+66.3% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |