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 | $114,728 | $138,044-16.9% | $125,339-8.5% | $134,475-14.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.48% | 750.33%-761.8pp | 572.05%-583.5pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,590 | $5,243-69.7% | $4,814-67.0% | $4,740-66.5% |
| Participant deferral / active EE | $21,665 | $7,799+177.8% | $7,446+190.9% | $6,400+238.5% |
| Admin fee / account holder | $60 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |