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 6-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 | $176,537 | $138,044+27.9% | $125,339+40.8% | $134,475+31.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.26% | 750.33%-764.6pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $34,053 | $5,243+549.5% | $4,814+607.4% | $4,740+618.5% |
| Participant deferral / active EE | $17,027 | $7,799+118.3% | $7,446+128.7% | $6,400+166.1% |
| Admin fee / account holder | $102 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |