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 | $171,212 | $90,600+89.0% | $79,464+115.5% | $135,375+26.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.18% | 977.43%-977.6pp | 718.14%-718.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $1,694 | $3,068-44.8% | $2,800-39.5% | $4,779-64.6% |
| Participant deferral / active EE | $13,500 | $4,050+233.3% | $3,704+264.5% | $5,609+140.7% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |