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 | $192,858 | $82,630+133.4% | $64,105+200.8% | $125,391+53.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.11% | 1489.72%-1490.8pp | 791.24%-792.3pp | 282.22%-283.3pp |
| Employer contribution / active EE | $4,495 | $2,671+68.3% | $1,820+147.0% | $4,866-7.6% |
| Participant deferral / active EE | $6,789 | $3,608+88.1% | $2,822+140.6% | $5,352+26.9% |
| Admin fee / account holder | $116 | $6,382-98.2% | $4,499-97.4% | $9,540-98.8% |