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 9-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 | $127,195 | $92,703+37.2% | $82,719+53.8% | $134,475-5.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.41% | 944.92%-958.3pp | 701.18%-714.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,930 | $3,274-10.5% | $3,009-2.6% | $4,740-38.2% |
| Participant deferral / active EE | $4,927 | $4,802+2.6% | $4,395+12.1% | $6,400-23.0% |
| Admin fee / account holder | $178 | $5,983-97.0% | $5,329-96.7% | $11,426-98.4% |