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 | $110,555 | $138,065-19.9% | $123,544-10.5% | $135,375-18.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.03% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $9,150 | $5,151+77.6% | $4,628+97.7% | $4,779+91.5% |
| Participant deferral / active EE | $7,958 | $6,799+17.0% | $6,426+23.8% | $5,609+41.9% |
| Admin fee / account holder | $20 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |