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 | $158,253 | $106,543+48.5% | $91,220+73.5% | $134,475+17.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -5.58% | 160.60%-166.2pp | 114.01%-119.6pp | 417.96%-423.5pp |
| Employer contribution / active EE | $3,295 | $3,331-1.1% | $2,850+15.6% | $4,740-30.5% |
| Participant deferral / active EE | $17,625 | $4,719+273.5% | $4,234+316.3% | $6,400+175.4% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |