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 | $149,579 | $167,484-10.7% | $151,611-1.3% | $134,475+11.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.34% | 7.80%-27.1pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $15,000 | $6,829+119.7% | $6,166+143.3% | $4,740+216.5% |
| Participant deferral / active EE | $15,000 | $8,986+66.9% | $8,363+79.4% | $6,400+134.4% |
| Admin fee / account holder | $116 | $13,783-99.2% | $11,616-99.0% | $11,426-99.0% |