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 | $185,428 | $138,044+34.3% | $125,339+47.9% | $134,475+37.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.35% | 750.33%-763.7pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $6,197 | $5,243+18.2% | $4,814+28.7% | $4,740+30.7% |
| Participant deferral / active EE | $14,440 | $7,799+85.2% | $7,446+93.9% | $6,400+125.6% |
| Admin fee / account holder | $41 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |