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 | $132,012 | $84,402+56.4% | $61,373+115.1% | $134,475-1.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.18% | 584.55%-601.7pp | 338.61%-355.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,219 | $1,544+173.2% | $1,159+263.9% | $4,740-11.0% |
| Participant deferral / active EE | $6,367 | $2,819+125.9% | $2,125+199.7% | $6,400-0.5% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |