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 | $207,101 | $67,214+208.1% | $61,491+236.8% | $134,475+54.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.68% | -12.08%-0.6pp | -12.98%+0.3pp | 417.96%-430.6pp |
| Employer contribution / active EE | $16,020 | $4,974+222.1% | $4,246+277.3% | $4,740+238.0% |
| Participant deferral / active EE | $4,800 | $6,103-21.4% | $5,188-7.5% | $6,400-25.0% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,426-100.0% |