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 | $163,232 | $138,065+18.2% | $123,544+32.1% | $135,375+20.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.97% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,526 | $5,151-51.0% | $4,628-45.4% | $4,779-47.1% |
| Participant deferral / active EE | $11,128 | $6,799+63.7% | $6,426+73.2% | $5,609+98.4% |
| Admin fee / account holder | $58 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |