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 8-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 | $116,033 | $185,822-37.6% | $169,993-31.7% | $139,434-16.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.41% | 60.50%-38.1pp | 53.37%-31.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $7,388 | $7,590-2.7% | $6,785+8.9% | $4,751+55.5% |
| Participant deferral / active EE | $14,193 | $11,622+22.1% | $10,408+36.4% | $6,710+111.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |