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 | $151,893 | $138,044+10.0% | $125,339+21.2% | $134,475+13.0% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -18.51% | 750.33%-768.8pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,507 | $5,243-71.3% | $4,814-68.7% | $4,740-68.2% |
| Participant deferral / active EE | $10,612 | $7,799+36.1% | $7,446+42.5% | $6,400+65.8% |
| Admin fee / account holder | $18 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |