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 | $173,726 | $160,055+8.5% | $140,016+24.1% | $135,375+28.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.29% | 911.38%-918.7pp | 651.12%-658.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $4,699 | $6,420-26.8% | $5,606-16.2% | $4,779-1.7% |
| Participant deferral / active EE | $8,450 | $7,642+10.6% | $6,927+22.0% | $5,609+50.6% |
| Admin fee / account holder | $7 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |