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 | $169,447 | $160,055+5.9% | $140,016+21.0% | $135,375+25.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.79% | 911.38%-918.2pp | 651.12%-657.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,600 | $6,420-59.5% | $5,606-53.6% | $4,779-45.6% |
| Participant deferral / active EE | $21,500 | $7,642+181.4% | $6,927+210.4% | $5,609+283.3% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |