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 8-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 | $144,177 | $67,331+114.1% | $60,874+136.8% | $134,475+7.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.27% | 49.93%-70.2pp | 16.90%-37.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $25,114 | $3,096+711.1% | $2,701+829.6% | $4,740+429.9% |
| Participant deferral / active EE | $13,924 | $4,538+206.8% | $3,817+264.8% | $6,400+117.6% |
| Admin fee / account holder | $145 | $4,582-96.8% | $3,224-95.5% | $11,426-98.7% |