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 | $99,863 | $232,540-57.1% | $185,117-46.1% | $147,584-32.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.47% | 43.03%-25.6pp | 40.50%-23.0pp | 578.55%-561.1pp |
| Employer contribution / active EE | $5,818 | $5,195+12.0% | $4,182+39.1% | $4,876+19.3% |
| Participant deferral / active EE | $3,269 | $5,834-44.0% | $5,045-35.2% | $5,439-39.9% |
| Admin fee / account holder | $31 | $10,275-99.7% | $8,159-99.6% | $10,885-99.7% |