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 | $101,437 | $112,096-9.5% | $95,952+5.7% | $158,922-36.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.34% | 171.09%-158.8pp | 91.61%-79.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $3,227 | $3,198+0.9% | $2,541+27.0% | $4,761-32.2% |
| Participant deferral / active EE | $11,764 | $4,784+145.9% | $4,167+182.3% | $5,982+96.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |