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 | $184,294 | $135,635+35.9% | $110,238+67.2% | $135,375+36.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.54% | 513.19%-518.7pp | 314.74%-320.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,702 | $4,906-65.3% | $3,826-55.5% | $4,779-64.4% |
| Participant deferral / active EE | $4,000 | $5,506-27.4% | $4,672-14.4% | $5,609-28.7% |
| Admin fee / account holder | -$11 | $11,457-100.1% | $8,547-100.1% | $10,827-100.1% |