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 | $150,634 | $97,757+54.1% | $83,848+79.7% | $135,375+11.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.78% | 1287.37%-1293.1pp | 850.88%-856.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $11,695 | $4,222+177.0% | $3,631+222.1% | $4,779+144.7% |
| Participant deferral / active EE | $10,486 | $4,682+124.0% | $4,082+156.9% | $5,609+87.0% |
| Admin fee / account holder | $1 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |