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 | $115,271 | $121,625-5.2% | $104,607+10.2% | $158,922-27.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 11.97% | 465.26%-453.3pp | 340.46%-328.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,467 | $3,163-53.6% | $2,681-45.3% | $4,761-69.2% |
| Participant deferral / active EE | $4,351 | $4,177+4.2% | $3,740+16.4% | $5,982-27.3% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |