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 | $239,300 | $97,044+146.6% | $83,333+187.2% | $135,375+76.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.12% | 12.31%-21.4pp | 10.63%-19.8pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,670 | $4,143-59.7% | $3,379-50.6% | $4,779-65.1% |
| Participant deferral / active EE | $13,869 | $5,964+132.5% | $5,565+149.2% | $5,609+147.3% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |