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 | $145,815 | $138,065+5.6% | $123,544+18.0% | $135,375+7.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.15% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,394 | $5,151-34.1% | $4,628-26.7% | $4,779-29.0% |
| Participant deferral / active EE | $12,650 | $6,799+86.1% | $6,426+96.9% | $5,609+125.5% |
| Admin fee / account holder | $123 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |