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 | $176,332 | $138,065+27.7% | $123,544+42.7% | $135,375+30.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.26% | 153.68%-160.9pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $14,037 | $5,151+172.5% | $4,628+203.3% | $4,779+193.7% |
| Participant deferral / active EE | $12,783 | $6,799+88.0% | $6,426+98.9% | $5,609+127.9% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |