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 | $142,423 | $159,901-10.9% | $146,958-3.1% | $145,922-2.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.31% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $6,973 | $5,286+31.9% | $4,933+41.3% | $4,660+49.6% |
| Participant deferral / active EE | $17,982 | $8,428+113.4% | $8,070+122.8% | $6,688+168.9% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |