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 | $133,067 | $165,335-19.5% | $149,696-11.1% | $158,922-16.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.80% | 348.15%-330.3pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $6,450 | $5,103+26.4% | $4,644+38.9% | $4,761+35.5% |
| Participant deferral / active EE | $17,500 | $7,181+143.7% | $6,842+155.8% | $5,982+192.5% |
| Admin fee / account holder | $8 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |