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 | $141,299 | $138,044+2.4% | $125,339+12.7% | $134,475+5.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.56% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,428 | $5,243-15.6% | $4,814-8.0% | $4,740-6.6% |
| Participant deferral / active EE | $12,396 | $7,799+59.0% | $7,446+66.5% | $6,400+93.7% |
| Admin fee / account holder | $213 | $11,571-98.2% | $10,010-97.9% | $11,426-98.1% |