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 | $132,771 | $138,065-3.8% | $123,544+7.5% | $135,375-1.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.03% | 153.68%-147.7pp | 119.20%-113.2pp | 519.73%-513.7pp |
| Employer contribution / active EE | $2,798 | $5,151-45.7% | $4,628-39.5% | $4,779-41.4% |
| Participant deferral / active EE | $16,397 | $6,799+141.2% | $6,426+155.2% | $5,609+192.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |