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 | $130,895 | $142,405-8.1% | $115,157+13.7% | $152,861-14.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.04% | 41.48%-20.4pp | 35.60%-14.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,133 | $4,010-71.7% | $3,179-64.3% | $4,762-76.2% |
| Participant deferral / active EE | $17,067 | $5,164+230.5% | $4,168+309.4% | $5,850+191.7% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |