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 8-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 | $146,155 | $180,449-19.0% | $154,107-5.2% | $135,375+8.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.98% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $7,198 | $6,035+19.3% | $5,298+35.9% | $4,779+50.6% |
| Participant deferral / active EE | $5,740 | $5,806-1.1% | $5,081+13.0% | $5,609+2.3% |
| Admin fee / account holder | $12 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |