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 | $112,817 | $95,971+17.6% | $74,550+51.3% | $135,375-16.7% |
| Participation rate | 73.3% | 75.7%-2.3pp | 69.1%+4.2pp | 82.6%-9.3pp |
| Annual return | -1.37% | 56.96%-58.3pp | 32.53%-33.9pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,169 | $2,716-56.9% | $1,961-40.4% | $4,779-75.5% |
| Participant deferral / active EE | $4,411 | $3,843+14.8% | $3,108+41.9% | $5,609-21.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |