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 | $211,949 | $147,727+43.5% | $115,756+83.1% | $134,475+57.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -17.09% | 73.96%-91.0pp | 143.14%-160.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,064 | $4,713+7.4% | $3,793+33.5% | $4,740+6.8% |
| Participant deferral / active EE | $16,026 | $7,563+111.9% | $6,254+156.3% | $6,400+150.4% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,426-100.0% |