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 | $236,727 | $90,600+161.3% | $79,464+197.9% | $135,375+74.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.28% | 977.43%-984.7pp | 718.14%-725.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $7,679 | $3,068+150.3% | $2,800+174.2% | $4,779+60.7% |
| Participant deferral / active EE | $11,010 | $4,050+171.8% | $3,704+197.3% | $5,609+96.3% |
| Admin fee / account holder | $8 | $5,907-99.9% | $5,113-99.8% | $10,827-99.9% |