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 | $171,164 | $84,402+102.8% | $61,373+178.9% | $134,475+27.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -2.31% | 584.55%-586.9pp | 338.61%-340.9pp | 417.96%-420.3pp |
| Employer contribution / active EE | $1,895 | $1,544+22.7% | $1,159+63.4% | $4,740-60.0% |
| Participant deferral / active EE | $1,895 | $2,819-32.8% | $2,125-10.8% | $6,400-70.4% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |