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 | $171,351 | $92,703+84.8% | $82,719+107.1% | $134,475+27.4% |
| Participation rate | 82.4% | 75.2%+7.2pp | 72.6%+9.8pp | 81.2%+1.1pp |
| Annual return | -18.55% | 944.92%-963.5pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,813 | $3,274+47.0% | $3,009+60.0% | $4,740+1.5% |
| Participant deferral / active EE | $8,956 | $4,802+86.5% | $4,395+103.8% | $6,400+39.9% |
| Admin fee / account holder | $57 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |