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 | $230,645 | $138,065+67.1% | $123,544+86.7% | $135,375+70.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.56% | 153.68%-155.2pp | 119.20%-120.8pp | 519.73%-521.3pp |
| Employer contribution / active EE | $3,920 | $5,151-23.9% | $4,628-15.3% | $4,779-18.0% |
| Participant deferral / active EE | $11,231 | $6,799+65.2% | $6,426+74.8% | $5,609+100.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |