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 | $148,319 | $160,055-7.3% | $140,016+5.9% | $135,375+9.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.01% | 911.38%-920.4pp | 651.12%-660.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $13,648 | $6,420+112.6% | $5,606+143.5% | $4,779+185.6% |
| Participant deferral / active EE | $10,062 | $7,642+31.7% | $6,927+45.3% | $5,609+79.4% |
| Admin fee / account holder | $197 | $13,328-98.5% | $10,705-98.2% | $10,827-98.2% |