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 | $197,365 | $138,044+43.0% | $125,339+57.5% | $134,475+46.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.35% | 750.33%-761.7pp | 572.05%-583.4pp | 417.96%-429.3pp |
| Employer contribution / active EE | $10,721 | $5,243+104.5% | $4,814+122.7% | $4,740+126.2% |
| Participant deferral / active EE | $6,386 | $7,799-18.1% | $7,446-14.2% | $6,400-0.2% |
| Admin fee / account holder | $27 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |