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 | $229,868 | $160,055+43.6% | $140,016+64.2% | $135,375+69.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.72% | 911.38%-915.1pp | 651.12%-654.8pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,651 | $6,420-58.7% | $5,606-52.7% | $4,779-44.5% |
| Participant deferral / active EE | $14,488 | $7,642+89.6% | $6,927+109.1% | $5,609+158.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |