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 | $137,789 | $162,781-15.4% | $133,956+2.9% | $158,922-13.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 39.29% | 41.94%-2.7pp | 45.09%-5.8pp | 302.83%-263.5pp |
| Employer contribution / active EE | $25,884 | $4,975+420.2% | $3,919+560.5% | $4,761+443.7% |
| Participant deferral / active EE | $13,000 | $5,911+119.9% | $5,048+157.5% | $5,982+117.3% |
| Admin fee / account holder | $10 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |