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 | $155,349 | $165,984-6.4% | $164,813-5.7% | $145,922+6.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.92% | 100.03%-80.1pp | 69.93%-50.0pp | 561.29%-541.4pp |
| Employer contribution / active EE | $17,755 | $5,273+236.7% | $4,341+309.0% | $4,660+281.0% |
| Participant deferral / active EE | $14,885 | $6,959+113.9% | $6,031+146.8% | $6,688+122.6% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |