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 | $184,068 | $180,449+2.0% | $154,107+19.4% | $135,375+36.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.60% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $4,006 | $6,035-33.6% | $5,298-24.4% | $4,779-16.2% |
| Participant deferral / active EE | $5,866 | $5,806+1.0% | $5,081+15.5% | $5,609+4.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |