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 | $172,324 | $138,044+24.8% | $125,339+37.5% | $134,475+28.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.30% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $6,454 | $5,243+23.1% | $4,814+34.1% | $4,740+36.2% |
| Participant deferral / active EE | $7,705 | $7,799-1.2% | $7,446+3.5% | $6,400+20.4% |
| Admin fee / account holder | $15 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |