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 | $153,663 | $138,044+11.3% | $125,339+22.6% | $134,475+14.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.99% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,719 | $5,243-67.2% | $4,814-64.3% | $4,740-63.7% |
| Participant deferral / active EE | $6,991 | $7,799-10.4% | $7,446-6.1% | $6,400+9.2% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |