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 | $121,546 | $124,319-2.2% | $111,297+9.2% | $167,490-27.4% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 12.51% | 37.44%-24.9pp | 54.65%-42.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $5,285 | $3,435+53.8% | $2,731+93.5% | $4,837+9.2% |
| Participant deferral / active EE | $9,363 | $5,180+80.7% | $4,487+108.7% | $6,341+47.7% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |