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 | $151,826 | $138,065+10.0% | $123,544+22.9% | $135,375+12.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.43% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,230 | $5,151-56.7% | $4,628-51.8% | $4,779-53.3% |
| Participant deferral / active EE | $10,127 | $6,799+48.9% | $6,426+57.6% | $5,609+80.6% |
| Admin fee / account holder | $134 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |