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 | $148,907 | $138,044+7.9% | $125,339+18.8% | $134,475+10.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.46% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,501 | $5,243-14.2% | $4,814-6.5% | $4,740-5.0% |
| Participant deferral / active EE | $12,798 | $7,799+64.1% | $7,446+71.9% | $6,400+100.0% |
| Admin fee / account holder | $297 | $11,571-97.4% | $10,010-97.0% | $11,426-97.4% |