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 | $146,893 | $160,055-8.2% | $140,016+4.9% | $135,375+8.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -7.33% | 911.38%-918.7pp | 651.12%-658.4pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,539 | $6,420-29.3% | $5,606-19.0% | $4,779-5.0% |
| Participant deferral / active EE | $11,839 | $7,642+54.9% | $6,927+70.9% | $5,609+111.1% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |