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 | $164,133 | $180,449-9.0% | $154,107+6.5% | $135,375+21.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.57% | 888.09%-893.7pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $8,217 | $6,035+36.2% | $5,298+55.1% | $4,779+71.9% |
| Participant deferral / active EE | $7,489 | $5,806+29.0% | $5,081+47.4% | $5,609+33.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |