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 | $152,522 | $92,703+64.5% | $82,719+84.4% | $134,475+13.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.18% | 944.92%-958.1pp | 701.18%-714.4pp | 417.96%-431.1pp |
| Employer contribution / active EE | $4,199 | $3,274+28.3% | $3,009+39.6% | $4,740-11.4% |
| Participant deferral / active EE | $6,825 | $4,802+42.1% | $4,395+55.3% | $6,400+6.6% |
| Admin fee / account holder | $1 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |