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 | $128,457 | $150,440-14.6% | $136,294-5.8% | $147,584-13.0% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 27.02% | 1049.08%-1022.1pp | 5155.94%-5128.9pp | 578.55%-551.5pp |
| Employer contribution / active EE | $8,550 | $5,256+62.7% | $4,695+82.1% | $4,876+75.3% |
| Participant deferral / active EE | $4,500 | $6,630-32.1% | $6,247-28.0% | $5,439-17.3% |
| Admin fee / account holder | $134 | $10,905-98.8% | $9,243-98.5% | $10,885-98.8% |