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 | $115,014 | $138,065-16.7% | $123,544-6.9% | $135,375-15.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.69% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $9,687 | $5,151+88.1% | $4,628+109.3% | $4,779+102.7% |
| Participant deferral / active EE | $4,763 | $6,799-29.9% | $6,426-25.9% | $5,609-15.1% |
| Admin fee / account holder | $222 | $10,916-98.0% | $9,284-97.6% | $10,827-97.9% |