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 | $143,111 | $168,632-15.1% | $147,614-3.1% | $125,391+14.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.28% | 77.65%-78.9pp | 61.98%-63.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,776 | $6,252-55.6% | $5,564-50.1% | $4,866-42.9% |
| Participant deferral / active EE | $8,623 | $5,507+56.6% | $4,895+76.2% | $5,352+61.1% |
| Admin fee / account holder | $286 | $13,580-97.9% | $11,611-97.5% | $9,540-97.0% |