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 | $147,710 | $97,757+51.1% | $83,848+76.2% | $135,375+9.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.65% | 1287.37%-1289.0pp | 850.88%-852.5pp | 519.73%-521.4pp |
| Employer contribution / active EE | $15,682 | $4,222+271.5% | $3,631+331.9% | $4,779+228.2% |
| Participant deferral / active EE | $6,336 | $4,682+35.3% | $4,082+55.2% | $5,609+13.0% |
| Admin fee / account holder | $16 | $6,674-99.8% | $5,478-99.7% | $10,827-99.8% |