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 | $151,402 | $138,044+9.7% | $125,339+20.8% | $134,475+12.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.19% | 750.33%-757.5pp | 572.05%-579.2pp | 417.96%-425.2pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,701 | $7,799-39.7% | $7,446-36.9% | $6,400-26.5% |
| Admin fee / account holder | $106 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |