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 | $101,611 | $180,449-43.7% | $154,107-34.1% | $135,375-24.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.17% | 888.09%-890.3pp | 735.12%-737.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,340 | $6,035-77.8% | $5,298-74.7% | $4,779-72.0% |
| Participant deferral / active EE | $4,572 | $5,806-21.3% | $5,081-10.0% | $5,609-18.5% |
| Admin fee / account holder | $79 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |