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 | $103,903 | $106,515-2.5% | $96,683+7.5% | $139,434-25.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 31.56% | 38.43%-6.9pp | 35.69%-4.1pp | 372.94%-341.4pp |
| Employer contribution / active EE | $4,032 | $4,103-1.7% | $3,737+7.9% | $4,751-15.1% |
| Participant deferral / active EE | $15,000 | $5,454+175.0% | $4,878+207.5% | $6,710+123.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |