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 | $102,057 | $102,616-0.5% | $81,983+24.5% | $158,922-35.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 18.02% | 61.04%-43.0pp | 41.31%-23.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,521 | $3,240-22.2% | $2,498+0.9% | $4,761-47.0% |
| Participant deferral / active EE | $6,392 | $4,648+37.5% | $3,722+71.7% | $5,982+6.8% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |