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 | $198,333 | $138,044+43.7% | $125,339+58.2% | $134,475+47.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.78% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,343 | $5,243-36.2% | $4,814-30.5% | $4,740-29.5% |
| Participant deferral / active EE | $9,805 | $7,799+25.7% | $7,446+31.7% | $6,400+53.2% |
| Admin fee / account holder | $218 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |