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 9-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 | $183,151 | $138,044+32.7% | $125,339+46.1% | $134,475+36.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.46% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $18,035 | $5,243+244.0% | $4,814+274.7% | $4,740+280.5% |
| Participant deferral / active EE | $30,250 | $7,799+287.9% | $7,446+306.2% | $6,400+372.7% |
| Admin fee / account holder | $137 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |