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 | $147,750 | $67,331+119.4% | $60,874+142.7% | $134,475+9.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.69% | 49.93%-69.6pp | 16.90%-36.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,312 | $3,096+7.0% | $2,701+22.6% | $4,740-30.1% |
| Participant deferral / active EE | $6,772 | $4,538+49.2% | $3,817+77.4% | $6,400+5.8% |
| Admin fee / account holder | $187 | $4,582-95.9% | $3,224-94.2% | $11,426-98.4% |