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 9-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 | $174,515 | $152,509+14.4% | $117,472+48.6% | $134,475+29.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.15% | 52.99%-71.1pp | 29.74%-47.9pp | 417.96%-436.1pp |
| Employer contribution / active EE | $18,300 | $5,571+228.5% | $4,176+338.2% | $4,740+286.1% |
| Participant deferral / active EE | $20,500 | $4,818+325.5% | $4,070+403.7% | $6,400+220.3% |
| Admin fee / account holder | $50 | $7,004-99.3% | $5,645-99.1% | $11,426-99.6% |