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 | $180,480 | $99,640+81.1% | $86,436+108.8% | $134,475+34.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.98% | 6782.58%-6801.6pp | 4394.89%-4413.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,802 | $4,400-59.1% | $3,769-52.2% | $4,740-62.0% |
| Participant deferral / active EE | $2,980 | $7,246-58.9% | $6,952-57.1% | $6,400-53.4% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |