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 | $223,881 | $93,024+140.7% | $77,024+190.7% | $134,475+66.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.34% | 62.60%-76.9pp | 42.32%-56.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $8,988 | $3,418+163.0% | $2,812+219.6% | $4,740+89.6% |
| Participant deferral / active EE | $6,731 | $5,238+28.5% | $4,426+52.1% | $6,400+5.2% |
| Admin fee / account holder | $194 | $6,944-97.2% | $5,425-96.4% | $11,426-98.3% |