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 | $116,694 | $102,966+13.3% | $90,281+29.3% | $152,861-23.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.18% | 95.16%-76.0pp | 78.10%-58.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $9,285 | $3,139+195.8% | $2,854+225.3% | $4,762+95.0% |
| Participant deferral / active EE | $6,317 | $4,281+47.5% | $3,885+62.6% | $5,850+8.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |