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 | $226,837 | $138,044+64.3% | $125,339+81.0% | $134,475+68.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.87% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $10,627 | $5,243+102.7% | $4,814+120.8% | $4,740+124.2% |
| Participant deferral / active EE | $4,732 | $7,799-39.3% | $7,446-36.5% | $6,400-26.1% |
| Admin fee / account holder | $46 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |