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 | $96,236 | $169,032-43.1% | $129,207-25.5% | $145,922-34.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.01% | 14330.11%-14321.1pp | 9417.33%-9408.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $6,589 | $5,537+19.0% | $4,153+58.7% | $4,660+41.4% |
| Participant deferral / active EE | $12,677 | $4,987+154.2% | $4,168+204.2% | $6,688+89.6% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |