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 | $120,673 | $160,055-24.6% | $140,016-13.8% | $135,375-10.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.04% | 911.38%-919.4pp | 651.12%-659.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $15,143 | $6,420+135.9% | $5,606+170.1% | $4,779+216.9% |
| Participant deferral / active EE | $13,808 | $7,642+80.7% | $6,927+99.3% | $5,609+146.2% |
| Admin fee / account holder | $178 | $13,328-98.7% | $10,705-98.3% | $10,827-98.4% |