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 | $203,907 | $95,971+112.5% | $74,550+173.5% | $135,375+50.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.06% | 56.96%-64.0pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $5,819 | $2,716+114.2% | $1,961+196.8% | $4,779+21.8% |
| Participant deferral / active EE | $9,023 | $3,843+134.8% | $3,108+190.3% | $5,609+60.9% |
| Admin fee / account holder | $271 | $6,522-95.8% | $5,060-94.6% | $10,827-97.5% |