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 5-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 | $125,453 | $118,849+5.6% | $96,562+29.9% | $167,490-25.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 22.67% | 50.49%-27.8pp | 37.78%-15.1pp | 478.56%-455.9pp |
| Employer contribution / active EE | $38,500 | $3,120+1134.1% | $2,356+1533.8% | $4,837+695.9% |
| Participant deferral / active EE | $19,500 | $4,616+322.4% | $3,849+406.6% | $6,341+207.5% |
| Admin fee / account holder | $20 | $8,065-99.8% | $6,181-99.7% | $12,309-99.8% |