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 | $110,457 | $138,065-20.0% | $123,544-10.6% | $135,375-18.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.48% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $13,157 | $5,151+155.4% | $4,628+184.3% | $4,779+175.3% |
| Participant deferral / active EE | $19,204 | $6,799+182.4% | $6,426+198.9% | $5,609+242.4% |
| Admin fee / account holder | $52 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |