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 | $98,542 | $88,751+11.0% | $81,812+20.4% | $145,922-32.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 12.35% | 1025.40%-1013.1pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,565 | $3,083+15.6% | $2,912+22.4% | $4,660-23.5% |
| Participant deferral / active EE | $5,373 | $4,643+15.7% | $4,319+24.4% | $6,688-19.7% |
| Admin fee / account holder | $25 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |