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 | $192,947 | $99,032+94.8% | $80,019+141.1% | $135,375+42.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.33% | 15.39%-23.7pp | 11.22%-19.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $8,987 | $3,043+195.3% | $2,468+264.2% | $4,779+88.1% |
| Participant deferral / active EE | $10,121 | $4,282+136.3% | $3,686+174.6% | $5,609+80.4% |
| Admin fee / account holder | $6 | $10,436-99.9% | $6,521-99.9% | $10,827-99.9% |