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 | $103,900 | $180,449-42.4% | $154,107-32.6% | $135,375-23.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.14% | 888.09%-893.2pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $8,336 | $6,035+38.1% | $5,298+57.4% | $4,779+74.4% |
| Participant deferral / active EE | $7,195 | $5,806+23.9% | $5,081+41.6% | $5,609+28.3% |
| Admin fee / account holder | $69 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |