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 | $156,613 | $100,754+55.4% | $86,677+80.7% | $134,475+16.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.13% | 29.04%-46.2pp | 35.91%-53.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,447 | $3,489-29.9% | $2,836-13.7% | $4,740-48.4% |
| Participant deferral / active EE | $17,260 | $5,338+223.3% | $4,656+270.7% | $6,400+169.7% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |