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 | $159,148 | $138,044+15.3% | $125,339+27.0% | $134,475+18.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.50% | 750.33%-764.8pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,683 | $5,243-48.8% | $4,814-44.3% | $4,740-43.4% |
| Participant deferral / active EE | $9,932 | $7,799+27.3% | $7,446+33.4% | $6,400+55.2% |
| Admin fee / account holder | $75 | $11,571-99.4% | $10,010-99.3% | $11,426-99.3% |