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 | $111,126 | $160,055-30.6% | $140,016-20.6% | $135,375-17.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.09% | 911.38%-919.5pp | 651.12%-659.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $13,962 | $6,420+117.5% | $5,606+149.1% | $4,779+192.2% |
| Participant deferral / active EE | $10,018 | $7,642+31.1% | $6,927+44.6% | $5,609+78.6% |
| Admin fee / account holder | $114 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |