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 | $179,748 | $67,214+167.4% | $61,491+192.3% | $134,475+33.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1.60% | -12.08%+13.7pp | -12.98%+14.6pp | 417.96%-416.4pp |
| Employer contribution / active EE | $20,000 | $4,974+302.1% | $4,246+371.0% | $4,740+322.0% |
| Participant deferral / active EE | $27,000 | $6,103+342.4% | $5,188+420.4% | $6,400+321.9% |
| Admin fee / account holder | $25 | $4,610-99.5% | $4,312-99.4% | $11,426-99.8% |