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 6-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 | $143,145 | $138,044+3.7% | $125,339+14.2% | $134,475+6.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.31% | 750.33%-751.6pp | 572.05%-573.4pp | 417.96%-419.3pp |
| Employer contribution / active EE | $4,468 | $5,243-14.8% | $4,814-7.2% | $4,740-5.7% |
| Participant deferral / active EE | $17,053 | $7,799+118.7% | $7,446+129.0% | $6,400+166.5% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |