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 | $108,215 | $160,055-32.4% | $140,016-22.7% | $135,375-20.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.86% | 911.38%-918.2pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $14,743 | $6,420+129.6% | $5,606+163.0% | $4,779+208.5% |
| Participant deferral / active EE | $8,997 | $7,642+17.7% | $6,927+29.9% | $5,609+60.4% |
| Admin fee / account holder | $60 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |