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 | $119,789 | $160,055-25.2% | $140,016-14.4% | $135,375-11.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.27% | 911.38%-906.1pp | 651.12%-645.8pp | 519.73%-514.5pp |
| Employer contribution / active EE | $8,539 | $6,420+33.0% | $5,606+52.3% | $4,779+78.7% |
| Participant deferral / active EE | $8,315 | $7,642+8.8% | $6,927+20.0% | $5,609+48.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |