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 | $194,438 | $180,449+7.8% | $154,107+26.2% | $135,375+43.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.91% | 888.09%-896.0pp | 735.12%-743.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $14,116 | $6,035+133.9% | $5,298+166.5% | $4,779+195.4% |
| Participant deferral / active EE | $8,253 | $5,806+42.1% | $5,081+62.5% | $5,609+47.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |