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 | $224,139 | $138,044+62.4% | $125,339+78.8% | $134,475+66.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.82% | 750.33%-769.1pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,687 | $5,243-67.8% | $4,814-64.9% | $4,740-64.4% |
| Participant deferral / active EE | $7,751 | $7,799-0.6% | $7,446+4.1% | $6,400+21.1% |
| Admin fee / account holder | -$1 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |