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 | $143,681 | $88,751+61.9% | $81,812+75.6% | $145,922-1.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 35.11% | 1025.40%-990.3pp | 773.79%-738.7pp | 561.29%-526.2pp |
| Employer contribution / active EE | $916 | $3,083-70.3% | $2,912-68.5% | $4,660-80.3% |
| Participant deferral / active EE | $1,102 | $4,643-76.3% | $4,319-74.5% | $6,688-83.5% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |