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 | $201,838 | $138,044+46.2% | $125,339+61.0% | $134,475+50.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.36% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $9,211 | $5,243+75.7% | $4,814+91.4% | $4,740+94.3% |
| Participant deferral / active EE | $12,671 | $7,799+62.5% | $7,446+70.2% | $6,400+98.0% |
| Admin fee / account holder | $142 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |