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 7-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 | $101,075 | $107,934-6.4% | $91,989+9.9% | $152,861-33.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.03% | 89.24%-66.2pp | 69.02%-46.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,218 | $4,210-47.3% | $3,452-35.7% | $4,762-53.4% |
| Participant deferral / active EE | $9,838 | $6,364+54.6% | $5,923+66.1% | $5,850+68.2% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |