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 7-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 | $160,103 | $88,594+80.7% | $70,092+128.4% | $134,475+19.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -14.80% | 442.67%-457.5pp | 190.73%-205.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,099 | $3,233-4.1% | $2,559+21.1% | $4,740-34.6% |
| Participant deferral / active EE | $12,595 | $4,772+163.9% | $3,849+227.2% | $6,400+96.8% |
| Admin fee / account holder | $139 | $10,441-98.7% | $6,267-97.8% | $11,426-98.8% |