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 9-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 | $111,444 | $121,625-8.4% | $104,607+6.5% | $158,922-29.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 16.13% | 465.26%-449.1pp | 340.46%-324.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,405 | $3,163-55.6% | $2,681-47.6% | $4,761-70.5% |
| Participant deferral / active EE | $12,436 | $4,177+197.7% | $3,740+232.5% | $5,982+107.9% |
| Admin fee / account holder | $71 | $7,787-99.1% | $6,473-98.9% | $11,246-99.4% |