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 | $113,293 | $99,020+14.4% | $86,590+30.8% | $147,584-23.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.29% | 1312.34%-1293.0pp | 964.84%-945.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $3,850 | $3,132+22.9% | $2,839+35.6% | $4,876-21.0% |
| Participant deferral / active EE | $12,300 | $3,972+209.7% | $3,609+240.9% | $5,439+126.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |