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 | $133,797 | $92,703+44.3% | $82,719+61.7% | $134,475-0.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.79% | 944.92%-952.7pp | 701.18%-709.0pp | 417.96%-425.8pp |
| Employer contribution / active EE | $6,183 | $3,274+88.8% | $3,009+105.5% | $4,740+30.4% |
| Participant deferral / active EE | $1,190 | $4,802-75.2% | $4,395-72.9% | $6,400-81.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |