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 | $237,960 | $92,703+156.7% | $82,719+187.7% | $134,475+77.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -17.09% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,410 | $3,274+65.3% | $3,009+79.8% | $4,740+14.1% |
| Participant deferral / active EE | $18,625 | $4,802+287.9% | $4,395+323.8% | $6,400+191.0% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |