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 | $186,568 | $180,449+3.4% | $154,107+21.1% | $135,375+37.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.02% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.8pp |
| Employer contribution / active EE | $11,625 | $6,035+92.6% | $5,298+119.5% | $4,779+143.3% |
| Participant deferral / active EE | $2,722 | $5,806-53.1% | $5,081-46.4% | $5,609-51.5% |
| Admin fee / account holder | $200 | $16,143-98.8% | $13,411-98.5% | $10,827-98.2% |