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 | $117,421 | $180,449-34.9% | $154,107-23.8% | $135,375-13.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.41% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $8,631 | $6,035+43.0% | $5,298+62.9% | $4,779+80.6% |
| Participant deferral / active EE | $4,388 | $5,806-24.4% | $5,081-13.6% | $5,609-21.8% |
| Admin fee / account holder | $183 | $16,143-98.9% | $13,411-98.6% | $10,827-98.3% |