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 9-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 | $117,769 | $152,509-22.8% | $117,472+0.3% | $134,475-12.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.33% | 52.99%-70.3pp | 29.74%-47.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $12,494 | $5,571+124.3% | $4,176+199.2% | $4,740+163.6% |
| Participant deferral / active EE | $11,247 | $4,818+133.4% | $4,070+176.3% | $6,400+75.7% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |