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 | $225,106 | $84,402+166.7% | $61,373+266.8% | $134,475+67.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.26% | 584.55%-602.8pp | 338.61%-356.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,702 | $1,544+10.2% | $1,159+46.8% | $4,740-64.1% |
| Participant deferral / active EE | $8,098 | $2,819+187.3% | $2,125+281.1% | $6,400+26.5% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |