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 | $103,880 | $104,907-1.0% | $84,611+22.8% | $152,861-32.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.39% | 373.79%-348.4pp | 258.74%-233.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,642 | $3,302+40.6% | $2,652+75.0% | $4,762-2.5% |
| Participant deferral / active EE | $5,649 | $4,688+20.5% | $3,899+44.9% | $5,850-3.4% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |