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 | $114,101 | $124,281-8.2% | $109,143+4.5% | $167,490-31.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.55% | 26.04%-8.5pp | 25.75%-8.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $12,847 | $4,207+205.3% | $3,722+245.2% | $4,837+165.6% |
| Participant deferral / active EE | $13,761 | $5,255+161.9% | $4,653+195.7% | $6,341+117.0% |
| Admin fee / account holder | $77 | $7,970-99.0% | $6,752-98.9% | $12,309-99.4% |