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 | $186,195 | $88,594+110.2% | $70,092+165.6% | $134,475+38.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -20.20% | 442.67%-462.9pp | 190.73%-210.9pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,247 | $3,233-30.5% | $2,559-12.2% | $4,740-52.6% |
| Participant deferral / active EE | $18,000 | $4,772+277.2% | $3,849+367.7% | $6,400+181.3% |
| Admin fee / account holder | $15 | $10,441-99.9% | $6,267-99.8% | $11,426-99.9% |