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 | $138,655 | $157,256-11.8% | $141,162-1.8% | $152,861-9.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.97% | 64.32%-48.3pp | 71.39%-55.4pp | 345.32%-329.3pp |
| Employer contribution / active EE | $5,000 | $5,261-5.0% | $4,735+5.6% | $4,762+5.0% |
| Participant deferral / active EE | $3,733 | $7,109-47.5% | $6,709-44.4% | $5,850-36.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |