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 | $124,953 | $58,208+114.7% | $81,812+52.7% | $80,856+54.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.87% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $8,252 | $2,340+252.7% | $2,912+183.4% | $2,755+199.5% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $30 | $4,981-99.4% | $7,386-99.6% | $6,918-99.6% |