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 | $165,251 | $138,065+19.7% | $123,544+33.8% | $135,375+22.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.82% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $7,611 | $5,151+47.8% | $4,628+64.5% | $4,779+59.3% |
| Participant deferral / active EE | $12,742 | $6,799+87.4% | $6,426+98.3% | $5,609+127.2% |
| Admin fee / account holder | $293 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |