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 7-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 | $120,799 | $73,867+63.5% | $143,757-16.0% | $68,494+76.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.58% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $16,534 | $3,184+419.3% | $4,951+234.0% | $2,596+536.8% |
| Participant deferral / active EE | $2,105 | $3,384-37.8% | $5,637-62.6% | $4,027-47.7% |
| Admin fee / account holder | $49 | $5,755-99.1% | $14,673-99.7% | $5,403-99.1% |