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 | $183,509 | $190,805-3.8% | $159,960+14.7% | $134,475+36.5% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -15.57% | 552.23%-567.8pp | 408.60%-424.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,081 | $6,923+89.0% | $6,182+111.6% | $6,400+104.4% |
| Admin fee / account holder | $11 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |