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 | $124,797 | $118,680+5.2% | $98,907+26.2% | $158,922-21.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 6.71% | 372.35%-365.6pp | 196.43%-189.7pp | 302.83%-296.1pp |
| Employer contribution / active EE | $10,000 | $3,333+200.0% | $2,689+271.9% | $4,761+110.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $14 | $10,131-99.9% | $6,642-99.8% | $11,246-99.9% |