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 | $166,173 | $138,065+20.4% | $123,544+34.5% | $135,375+22.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.86% | 153.68%-159.5pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,402 | $5,151-34.0% | $4,628-26.5% | $4,779-28.8% |
| Participant deferral / active EE | $6,975 | $6,799+2.6% | $6,426+8.5% | $5,609+24.4% |
| Admin fee / account holder | $39 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |