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 | $163,082 | $135,635+20.2% | $110,238+47.9% | $135,375+20.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.86% | 513.19%-516.0pp | 314.74%-317.6pp | 519.73%-522.6pp |
| Employer contribution / active EE | $19,795 | $4,906+303.5% | $3,826+417.3% | $4,779+314.2% |
| Participant deferral / active EE | $12,314 | $5,506+123.6% | $4,672+163.6% | $5,609+119.5% |
| Admin fee / account holder | $25 | $11,457-99.8% | $8,547-99.7% | $10,827-99.8% |