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 | $195,772 | $180,449+8.5% | $154,107+27.0% | $135,375+44.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.90% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $19,361 | $6,035+220.8% | $5,298+265.5% | $4,779+305.1% |
| Participant deferral / active EE | $13,274 | $5,806+128.6% | $5,081+161.3% | $5,609+136.7% |
| Admin fee / account holder | $295 | $16,143-98.2% | $13,411-97.8% | $10,827-97.3% |