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 | $247,523 | $105,860+133.8% | $90,749+172.8% | $134,475+84.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.92% | -11.01%-8.9pp | -12.16%-7.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,750 | $3,462-49.5% | $2,921-40.1% | $4,740-63.1% |
| Participant deferral / active EE | $18,625 | $5,216+257.1% | $4,564+308.1% | $6,400+191.0% |
| Admin fee / account holder | $92 | $13,938-99.3% | $8,445-98.9% | $11,426-99.2% |