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 | $113,476 | $67,331+68.5% | $60,874+86.4% | $134,475-15.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -1.73% | 49.93%-51.7pp | 16.90%-18.6pp | 417.96%-419.7pp |
| Employer contribution / active EE | $2,913 | $3,096-5.9% | $2,701+7.8% | $4,740-38.5% |
| Participant deferral / active EE | $4,644 | $4,538+2.3% | $3,817+21.7% | $6,400-27.4% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |