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 | $167,633 | $93,024+80.2% | $77,024+117.6% | $134,475+24.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.36% | 62.60%-71.0pp | 42.32%-50.7pp | 417.96%-426.3pp |
| Employer contribution / active EE | $4,277 | $3,418+25.1% | $2,812+52.1% | $4,740-9.8% |
| Participant deferral / active EE | $10,367 | $5,238+97.9% | $4,426+134.2% | $6,400+62.0% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |