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 8-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 | $131,470 | $92,703+41.8% | $82,719+58.9% | $134,475-2.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.22% | 944.92%-964.1pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $11,192 | $3,274+241.9% | $3,009+272.0% | $4,740+136.1% |
| Participant deferral / active EE | $9,483 | $4,802+97.5% | $4,395+115.8% | $6,400+48.2% |
| Admin fee / account holder | $51 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |