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 | $224,995 | $67,331+234.2% | $60,874+269.6% | $134,475+67.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.60% | 49.93%-62.5pp | 16.90%-29.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $8,125 | $3,096+162.4% | $2,701+200.8% | $4,740+71.4% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $20 | $4,582-99.6% | $3,224-99.4% | $11,426-99.8% |