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 | $124,644 | $92,703+34.5% | $82,719+50.7% | $134,475-7.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.70% | 944.92%-961.6pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,555 | $3,274+39.1% | $3,009+51.4% | $4,740-3.9% |
| Participant deferral / active EE | $10,219 | $4,802+112.8% | $4,395+132.5% | $6,400+59.7% |
| Admin fee / account holder | $49 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |