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 | $142,501 | $138,044+3.2% | $125,339+13.7% | $134,475+6.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.19% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $8,305 | $5,243+58.4% | $4,814+72.5% | $4,740+75.2% |
| Participant deferral / active EE | $11,916 | $7,799+52.8% | $7,446+60.0% | $6,400+86.2% |
| Admin fee / account holder | $125 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |