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 | $151,627 | $160,055-5.3% | $140,016+8.3% | $135,375+12.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.55% | 911.38%-916.9pp | 651.12%-656.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,823 | $6,420-40.5% | $5,606-31.8% | $4,779-20.0% |
| Participant deferral / active EE | $11,544 | $7,642+51.1% | $6,927+66.6% | $5,609+105.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |