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 | $176,857 | $190,805-7.3% | $159,960+10.6% | $134,475+31.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.83% | 552.23%-568.1pp | 408.60%-424.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $5,546 | $4,995+11.0% | $4,226+31.2% | $4,740+17.0% |
| Participant deferral / active EE | $12,794 | $6,923+84.8% | $6,182+106.9% | $6,400+99.9% |
| Admin fee / account holder | $150 | $10,471-98.6% | $8,698-98.3% | $11,426-98.7% |