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 | $103,219 | $118,680-13.0% | $98,907+4.4% | $158,922-35.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.95% | 372.35%-355.4pp | 196.43%-179.5pp | 302.83%-285.9pp |
| Employer contribution / active EE | $4,798 | $3,333+44.0% | $2,689+78.4% | $4,761+0.8% |
| Participant deferral / active EE | $10,646 | $5,088+109.2% | $4,244+150.8% | $5,982+78.0% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |