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 | $110,999 | $127,264-12.8% | $109,895+1.0% | $167,490-33.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.55% | 22.97%-3.4pp | 29.45%-9.9pp | 478.56%-459.0pp |
| Employer contribution / active EE | $5,600 | $3,322+68.6% | $2,842+97.0% | $4,837+15.8% |
| Participant deferral / active EE | $13,000 | $4,514+188.0% | $4,048+221.2% | $6,341+105.0% |
| Admin fee / account holder | $31 | $7,114-99.6% | $6,066-99.5% | $12,309-99.7% |