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 | $89,016 | $64,307+38.4% | $57,343+55.2% | $125,391-29.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.77% | 25.12%-25.9pp | 24.39%-25.2pp | 282.22%-283.0pp |
| Employer contribution / active EE | $5,946 | $3,193+86.2% | $2,689+121.2% | $4,866+22.2% |
| Participant deferral / active EE | $7,879 | $3,848+104.7% | $3,162+149.1% | $5,352+47.2% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |