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 | $198,315 | $138,065+43.6% | $123,544+60.5% | $135,375+46.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.46% | 153.68%-161.1pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,242 | $5,151-56.5% | $4,628-51.6% | $4,779-53.1% |
| Participant deferral / active EE | $10,380 | $6,799+52.7% | $6,426+61.5% | $5,609+85.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |