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 | $128,222 | $115,882+10.6% | $100,516+27.6% | $158,922-19.3% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 104.04% | 34.79%+69.3pp | 30.89%+73.2pp | 302.83%-198.8pp |
| Employer contribution / active EE | $11,864 | $4,103+189.1% | $3,418+247.1% | $4,761+149.2% |
| Participant deferral / active EE | $15,699 | $6,674+135.2% | $6,270+150.4% | $5,982+162.4% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |