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 6-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 | $123,852 | $115,770+7.0% | $101,248+22.3% | $158,922-22.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.38% | 56.14%-36.8pp | 46.47%-27.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $37,500 | $4,175+798.3% | $3,660+924.7% | $4,761+687.6% |
| Participant deferral / active EE | $19,500 | $4,957+293.4% | $4,370+346.2% | $5,982+226.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |