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 9-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 | $125,265 | $92,222+35.8% | $76,768+63.2% | $135,375-7.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 49.88% | 5.46%+44.4pp | 2.43%+47.4pp | 519.73%-469.9pp |
| Employer contribution / active EE | $2,048 | $3,216-36.3% | $2,485-17.6% | $4,779-57.1% |
| Participant deferral / active EE | $6,854 | $4,509+52.0% | $3,852+77.9% | $5,609+22.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |