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 | $196,738 | $81,900+140.2% | $119,609+64.5% | $68,494+187.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -11.27% | -23.82%+12.6pp | -14.97%+3.7pp | -7.84%-3.4pp |
| Employer contribution / active EE | $20,338 | $2,693+655.1% | $4,232+380.6% | $2,596+683.3% |
| Participant deferral / active EE | $10,375 | $4,148+150.1% | $5,602+85.2% | $4,027+157.6% |
| Admin fee / account holder | $24 | $6,582-99.6% | $10,323-99.8% | $5,403-99.6% |