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 | $102,551 | $138,044-25.7% | $125,339-18.2% | $134,475-23.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -10.41% | 750.33%-760.7pp | 572.05%-582.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $3,740 | $5,243-28.7% | $4,814-22.3% | $4,740-21.1% |
| Participant deferral / active EE | $8,680 | $7,799+11.3% | $7,446+16.6% | $6,400+35.6% |
| Admin fee / account holder | $9 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |