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 | $146,154 | $138,044+5.9% | $125,339+16.6% | $134,475+8.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.23% | 750.33%-760.6pp | 572.05%-582.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $6,201 | $5,243+18.3% | $4,814+28.8% | $4,740+30.8% |
| Participant deferral / active EE | $11,527 | $7,799+47.8% | $7,446+54.8% | $6,400+80.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |