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 | $199,183 | $190,805+4.4% | $159,960+24.5% | $134,475+48.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.08% | 552.23%-568.3pp | 408.60%-424.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,121 | $4,995-37.5% | $4,226-26.1% | $4,740-34.2% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |