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 | $108,325 | $97,757+10.8% | $83,848+29.2% | $135,375-20.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.03% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $8,312 | $4,222+96.9% | $3,631+128.9% | $4,779+73.9% |
| Participant deferral / active EE | $19,370 | $4,682+313.7% | $4,082+374.6% | $5,609+245.4% |
| Admin fee / account holder | $176 | $6,674-97.4% | $5,478-96.8% | $10,827-98.4% |