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 | $102,891 | $198,466-48.2% | $170,442-39.6% | $147,584-30.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.86% | 257.29%-234.4pp | 205.93%-183.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $12,705 | $6,184+105.5% | $5,433+133.9% | $4,876+160.5% |
| Participant deferral / active EE | $8,075 | $5,629+43.4% | $4,939+63.5% | $5,439+48.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |