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 | $113,984 | $101,069+12.8% | $81,478+39.9% | $147,584-22.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.63% | 32.40%-13.8pp | 38.78%-20.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $13,505 | $3,205+321.3% | $2,568+425.9% | $4,876+176.9% |
| Participant deferral / active EE | $8,451 | $4,242+99.2% | $3,537+138.9% | $5,439+55.4% |
| Admin fee / account holder | $11 | $5,812-99.8% | $4,561-99.8% | $10,885-99.9% |