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 | $163,170 | $138,065+18.2% | $123,544+32.1% | $135,375+20.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.34% | 153.68%-155.0pp | 119.20%-120.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $9,014 | $5,151+75.0% | $4,628+94.8% | $4,779+88.6% |
| Participant deferral / active EE | $10,442 | $6,799+53.6% | $6,426+62.5% | $5,609+86.2% |
| Admin fee / account holder | $234 | $10,916-97.9% | $9,284-97.5% | $10,827-97.8% |