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 | $175,622 | $138,044+27.2% | $125,339+40.1% | $134,475+30.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.69% | 750.33%-762.0pp | 572.05%-583.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,776 | $5,243-47.1% | $4,814-42.3% | $4,740-41.4% |
| Participant deferral / active EE | $7,737 | $7,799-0.8% | $7,446+3.9% | $6,400+20.9% |
| Admin fee / account holder | $59 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |