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 | $69,453 | $180,449-61.5% | $154,107-54.9% | $135,375-48.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.44% | 888.09%-885.6pp | 735.12%-732.7pp | 519.73%-517.3pp |
| Employer contribution / active EE | $9,041 | $6,035+49.8% | $5,298+70.7% | $4,779+89.2% |
| Participant deferral / active EE | $5,300 | $5,806-8.7% | $5,081+4.3% | $5,609-5.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |