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 | $150,775 | $138,044+9.2% | $125,339+20.3% | $134,475+12.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.39% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,527 | $5,243-51.8% | $4,814-47.5% | $4,740-46.7% |
| Participant deferral / active EE | $16,069 | $7,799+106.0% | $7,446+115.8% | $6,400+151.1% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.6% |