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 | $172,448 | $97,757+76.4% | $83,848+105.7% | $135,375+27.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.83% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,310 | $4,682+77.5% | $4,082+103.6% | $5,609+48.2% |
| Admin fee / account holder | $125 | $6,674-98.1% | $5,478-97.7% | $10,827-98.8% |