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 | $161,690 | $160,055+1.0% | $140,016+15.5% | $135,375+19.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.16% | 911.38%-914.5pp | 651.12%-654.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $13,864 | $6,420+115.9% | $5,606+147.3% | $4,779+190.1% |
| Participant deferral / active EE | $13,864 | $7,642+81.4% | $6,927+100.1% | $5,609+147.2% |
| Admin fee / account holder | $111 | $13,328-99.2% | $10,705-99.0% | $10,827-99.0% |