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 | $219,162 | $90,600+141.9% | $79,464+175.8% | $135,375+61.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.62% | 977.43%-984.0pp | 718.14%-724.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,810 | $3,068-8.4% | $2,800+0.3% | $4,779-41.2% |
| Participant deferral / active EE | $4,529 | $4,050+11.8% | $3,704+22.3% | $5,609-19.2% |
| Admin fee / account holder | $14 | $5,907-99.8% | $5,113-99.7% | $10,827-99.9% |