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 | $161,082 | $138,065+16.7% | $123,544+30.4% | $135,375+19.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.29% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,149 | $5,151-38.9% | $4,628-32.0% | $4,779-34.1% |
| Participant deferral / active EE | $10,148 | $6,799+49.3% | $6,426+57.9% | $5,609+80.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |