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 | $104,164 | $160,055-34.9% | $140,016-25.6% | $135,375-23.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.16% | 911.38%-911.5pp | 651.12%-651.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $14,947 | $6,420+132.8% | $5,606+166.6% | $4,779+212.8% |
| Participant deferral / active EE | $9,931 | $7,642+30.0% | $6,927+43.4% | $5,609+77.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |