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 | $117,832 | $109,327+7.8% | $89,391+31.8% | $158,922-25.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.37% | 345.68%-324.3pp | 245.62%-224.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $6,219 | $3,170+96.2% | $2,586+140.5% | $4,761+30.6% |
| Participant deferral / active EE | $3,170 | $4,598-31.1% | $3,890-18.5% | $5,982-47.0% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |