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 | $171,397 | $92,703+84.9% | $82,719+107.2% | $134,475+27.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.45% | 944.92%-959.4pp | 701.18%-715.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,662 | $3,274-49.2% | $3,009-44.8% | $4,740-64.9% |
| Participant deferral / active EE | $5,504 | $4,802+14.6% | $4,395+25.2% | $6,400-14.0% |
| Admin fee / account holder | $19 | $5,983-99.7% | $5,329-99.7% | $11,426-99.8% |