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 9-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 | $185,356 | $78,694+135.5% | $67,652+174.0% | $125,391+47.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.17% | 9.46%-10.6pp | 6625.04%-6626.2pp | 282.22%-283.4pp |
| Employer contribution / active EE | $10,500 | $3,044+245.0% | $2,266+363.5% | $4,866+115.8% |
| Participant deferral / active EE | $8,750 | $4,292+103.9% | $3,560+145.8% | $5,352+63.5% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |