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 | $220,381 | $82,664+166.6% | $125,339+75.8% | $68,494+221.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.13% | -5.97%-7.2pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,446 | $3,381-27.6% | $4,814-49.2% | $2,596-5.8% |
| Participant deferral / active EE | $9,234 | $6,110+51.1% | $7,446+24.0% | $4,027+129.3% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |