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 | $156,982 | $82,286+90.8% | $68,791+128.2% | $134,475+16.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.10% | -2.19%-6.9pp | -6.38%-2.7pp | 417.96%-427.1pp |
| Employer contribution / active EE | $20,281 | $3,301+514.4% | $2,655+663.8% | $4,740+327.9% |
| Participant deferral / active EE | $14,284 | $4,739+201.4% | $3,941+262.4% | $6,400+123.2% |
| Admin fee / account holder | $155 | $6,481-97.6% | $4,932-96.9% | $11,426-98.6% |