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 | $198,507 | $180,449+10.0% | $154,107+28.8% | $135,375+46.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.47% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $26,288 | $6,035+335.6% | $5,298+396.2% | $4,779+450.1% |
| Participant deferral / active EE | $18,000 | $5,806+210.0% | $5,081+254.3% | $5,609+220.9% |
| Admin fee / account holder | $8 | $16,143-100.0% | $13,411-99.9% | $10,827-99.9% |