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 | $138,269 | $83,908+64.8% | $68,509+101.8% | $125,391+10.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.13% | 14.48%-16.6pp | 8.27%-10.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $20,064 | $3,031+562.0% | $2,278+780.8% | $4,866+312.3% |
| Participant deferral / active EE | $13,268 | $4,125+221.6% | $3,382+292.3% | $5,352+147.9% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |