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 | $140,633 | $160,055-12.1% | $140,016+0.4% | $135,375+3.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.54% | 911.38%-918.9pp | 651.12%-658.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $5,614 | $6,420-12.6% | $5,606+0.1% | $4,779+17.5% |
| Participant deferral / active EE | $3,896 | $7,642-49.0% | $6,927-43.8% | $5,609-30.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |