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 | $147,022 | $180,449-18.5% | $154,107-4.6% | $135,375+8.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.11% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $10,238 | $6,035+69.6% | $5,298+93.3% | $4,779+114.2% |
| Participant deferral / active EE | $5,194 | $5,806-10.5% | $5,081+2.2% | $5,609-7.4% |
| Admin fee / account holder | $23 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |