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 | $108,743 | $180,449-39.7% | $154,107-29.4% | $135,375-19.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.96% | 888.09%-895.0pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $7,838 | $6,035+29.9% | $5,298+48.0% | $4,779+64.0% |
| Participant deferral / active EE | $5,160 | $5,806-11.1% | $5,081+1.6% | $5,609-8.0% |
| Admin fee / account holder | $7 | $16,143-100.0% | $13,411-99.9% | $10,827-99.9% |