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 | $169,147 | $138,065+22.5% | $123,544+36.9% | $135,375+24.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.46% | 153.68%-162.1pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $5,210 | $5,151+1.1% | $4,628+12.6% | $4,779+9.0% |
| Participant deferral / active EE | $12,972 | $6,799+90.8% | $6,426+101.9% | $5,609+131.3% |
| Admin fee / account holder | $28 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |