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 | $178,238 | $90,519+96.9% | $93,789+90.0% | $134,475+32.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -13.28% | -15.72%+2.4pp | -11.33%-2.0pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,552 | $4,343-18.2% | $4,323-17.8% | $4,740-25.1% |
| Participant deferral / active EE | $9,350 | $5,978+56.4% | $6,094+53.4% | $6,400+46.1% |
| Admin fee / account holder | $38 | $9,252-99.6% | $7,195-99.5% | $11,426-99.7% |