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 | $94,700 | $116,175-18.5% | $93,606+1.2% | $152,861-38.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.11% | 35.96%-17.9pp | 32.76%-14.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $6,187 | $3,218+92.2% | $2,718+127.6% | $4,762+29.9% |
| Participant deferral / active EE | $11,068 | $4,603+140.4% | $4,069+172.0% | $5,850+89.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |