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 9-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 | $132,911 | $105,931+25.5% | $81,930+62.2% | $158,922-16.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.23% | 38.17%-22.9pp | 29.49%-14.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,850 | $7,800-76.3% | $4,310-57.1% | $4,761-61.1% |
| Participant deferral / active EE | $1,950 | $13,003-85.0% | $7,107-72.6% | $5,982-67.4% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |