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 | $233,237 | $138,044+69.0% | $125,339+86.1% | $134,475+73.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.97% | 750.33%-760.3pp | 572.05%-582.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $22,813 | $5,243+335.1% | $4,814+373.9% | $4,740+381.3% |
| Participant deferral / active EE | $3,076 | $7,799-60.6% | $7,446-58.7% | $6,400-51.9% |
| Admin fee / account holder | $125 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |