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 | $198,671 | $180,449+10.1% | $154,107+28.9% | $135,375+46.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.03% | 888.09%-890.1pp | 735.12%-737.1pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,498 | $6,035-75.2% | $5,298-71.7% | $4,779-68.7% |
| Participant deferral / active EE | $13,478 | $5,806+132.1% | $5,081+165.3% | $5,609+140.3% |
| Admin fee / account holder | $2 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |