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 7-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 | $60,948 | $167,483-63.6% | $115,752-47.3% | $147,584-58.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 11.28% | 12.11%-0.8pp | 19.41%-8.1pp | 578.55%-567.3pp |
| Employer contribution / active EE | $10,000 | $4,960+101.6% | $3,492+186.4% | $4,876+105.1% |
| Participant deferral / active EE | $18,000 | $7,037+155.8% | $5,204+245.9% | $5,439+231.0% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,885-100.0% |