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 7-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 | $140,177 | $154,117-9.0% | $129,995+7.8% | $139,434+0.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.58% | 32.48%-15.9pp | -137.18%+153.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $7,567 | $5,289+43.1% | $4,320+75.2% | $4,751+59.3% |
| Participant deferral / active EE | $10,000 | $6,710+49.0% | $5,820+71.8% | $6,710+49.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |