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 | $176,354 | $160,055+10.2% | $140,016+26.0% | $135,375+30.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.53% | 911.38%-919.9pp | 651.12%-659.6pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,086 | $6,420-67.5% | $5,606-62.8% | $4,779-56.4% |
| Participant deferral / active EE | $25,818 | $7,642+237.9% | $6,927+272.7% | $5,609+360.3% |
| Admin fee / account holder | $23 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |