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 | $151,820 | $138,065+10.0% | $123,544+22.9% | $135,375+12.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.72% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,519 | $5,151-51.1% | $4,628-45.6% | $4,779-47.3% |
| Participant deferral / active EE | $7,262 | $6,799+6.8% | $6,426+13.0% | $5,609+29.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |