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 8-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 | $95,706 | $82,664+15.8% | $125,339-23.6% | $68,494+39.7% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | 52.68% | -5.97%+58.6pp | 572.05%-519.4pp | -7.84%+60.5pp |
| Employer contribution / active EE | $11,350 | $3,381+235.7% | $4,814+135.8% | $2,596+337.2% |
| Participant deferral / active EE | $9,521 | $6,110+55.8% | $7,446+27.9% | $4,027+136.4% |
| Admin fee / account holder | $46 | $6,275-99.3% | $10,010-99.5% | $5,403-99.2% |