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 | $129,631 | $168,632-23.1% | $147,614-12.2% | $125,391+3.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.64% | 77.65%-81.3pp | 61.98%-65.6pp | 282.22%-285.9pp |
| Employer contribution / active EE | $15,423 | $6,252+146.7% | $5,564+177.2% | $4,866+217.0% |
| Participant deferral / active EE | $4,800 | $5,507-12.8% | $4,895-1.9% | $5,352-10.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |