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 | $170,691 | $100,754+69.4% | $86,677+96.9% | $134,475+26.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.41% | 29.04%-48.4pp | 35.91%-55.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,460 | $3,489-0.8% | $2,836+22.0% | $4,740-27.0% |
| Participant deferral / active EE | $7,822 | $5,338+46.5% | $4,656+68.0% | $6,400+22.2% |
| Admin fee / account holder | $17 | $10,926-99.8% | $7,493-99.8% | $11,426-99.8% |