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 | $164,340 | $168,632-2.5% | $147,614+11.3% | $125,391+31.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.84% | 77.65%-79.5pp | 61.98%-63.8pp | 282.22%-284.1pp |
| Employer contribution / active EE | $9,029 | $6,252+44.4% | $5,564+62.3% | $4,866+85.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $65 | $13,580-99.5% | $11,611-99.4% | $9,540-99.3% |