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 6-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 | $92,454 | $93,024-0.6% | $77,024+20.0% | $134,475-31.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.11% | 62.60%-82.7pp | 42.32%-62.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,375 | $3,418-59.8% | $2,812-51.1% | $4,740-71.0% |
| Participant deferral / active EE | $13,780 | $5,238+163.1% | $4,426+211.3% | $6,400+115.3% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |