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 | $160,446 | $165,984-3.3% | $164,813-2.6% | $145,922+10.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.02% | 100.03%-82.0pp | 69.93%-51.9pp | 561.29%-543.3pp |
| Employer contribution / active EE | $17,648 | $5,273+234.7% | $4,341+306.6% | $4,660+278.7% |
| Participant deferral / active EE | $22,000 | $6,959+216.1% | $6,031+264.8% | $6,688+229.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |