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 8-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 | $103,198 | $99,640+3.6% | $86,436+19.4% | $134,475-23.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.90% | 6782.58%-6791.5pp | 4394.89%-4403.8pp | 417.96%-426.9pp |
| Employer contribution / active EE | $41,301 | $4,400+838.6% | $3,769+995.9% | $4,740+771.4% |
| Participant deferral / active EE | $15,681 | $7,246+116.4% | $6,952+125.6% | $6,400+145.0% |
| Admin fee / account holder | -$945 | $8,371-111.3% | $6,731-114.0% | $11,426-108.3% |