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 | $144,237 | $165,335-12.8% | $149,696-3.6% | $158,922-9.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.44% | 348.15%-330.7pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $8,368 | $5,103+64.0% | $4,644+80.2% | $4,761+75.7% |
| Participant deferral / active EE | $10,175 | $7,181+41.7% | $6,842+48.7% | $5,982+70.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |