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 | $227,343 | $106,543+113.4% | $91,220+149.2% | $134,475+69.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -9.50% | 160.60%-170.1pp | 114.01%-123.5pp | 417.96%-427.5pp |
| Employer contribution / active EE | $5,892 | $3,331+76.9% | $2,850+106.7% | $4,740+24.3% |
| Participant deferral / active EE | $12,287 | $4,719+160.4% | $4,234+190.2% | $6,400+92.0% |
| Admin fee / account holder | $4 | $6,231-99.9% | $5,420-99.9% | $11,426-100.0% |