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 | $118,186 | $180,449-34.5% | $154,107-23.3% | $135,375-12.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.73% | 888.09%-889.8pp | 735.12%-736.8pp | 519.73%-521.5pp |
| Employer contribution / active EE | $10,593 | $6,035+75.5% | $5,298+100.0% | $4,779+121.7% |
| Participant deferral / active EE | $9,329 | $5,806+60.7% | $5,081+83.6% | $5,609+66.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |