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 | $218,540 | $95,971+127.7% | $74,550+193.1% | $135,375+61.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.95% | 56.96%-63.9pp | 32.53%-39.5pp | 519.73%-526.7pp |
| Employer contribution / active EE | $6,250 | $2,716+130.1% | $1,961+218.7% | $4,779+30.8% |
| Participant deferral / active EE | $1,300 | $3,843-66.2% | $3,108-58.2% | $5,609-76.8% |
| Admin fee / account holder | $26 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |