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 | $175,833 | $160,055+9.9% | $140,016+25.6% | $135,375+29.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.29% | 911.38%-916.7pp | 651.12%-656.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,075 | $6,420-52.1% | $5,606-45.1% | $4,779-35.6% |
| Participant deferral / active EE | $8,732 | $7,642+14.3% | $6,927+26.1% | $5,609+55.7% |
| Admin fee / account holder | $31 | $13,328-99.8% | $10,705-99.7% | $10,827-99.7% |