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 | $125,431 | $142,405-11.9% | $115,157+8.9% | $152,861-17.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 22.68% | 41.48%-18.8pp | 35.60%-12.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $6,077 | $4,010+51.6% | $3,179+91.2% | $4,762+27.6% |
| Participant deferral / active EE | $15,000 | $5,164+190.5% | $4,168+259.8% | $5,850+156.4% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |