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 | $149,249 | $152,509-2.1% | $117,472+27.1% | $134,475+11.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.38% | 52.99%-65.4pp | 29.74%-42.1pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,026 | $5,571-81.6% | $4,176-75.4% | $4,740-78.3% |
| Participant deferral / active EE | $13,667 | $4,818+183.7% | $4,070+235.8% | $6,400+113.6% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |