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 | $192,499 | $180,449+6.7% | $154,107+24.9% | $135,375+42.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.33% | 888.09%-895.4pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $5,000 | $6,035-17.1% | $5,298-5.6% | $4,779+4.6% |
| Participant deferral / active EE | $5,187 | $5,806-10.7% | $5,081+2.1% | $5,609-7.5% |
| Admin fee / account holder | $176 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |