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 | $131,518 | $135,635-3.0% | $110,238+19.3% | $135,375-2.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.67% | 513.19%-518.9pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,875 | $4,906-21.0% | $3,826+1.3% | $4,779-18.9% |
| Participant deferral / active EE | $9,349 | $5,506+69.8% | $4,672+100.1% | $5,609+66.7% |
| Admin fee / account holder | $57 | $11,457-99.5% | $8,547-99.3% | $10,827-99.5% |