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 | $199,060 | $100,754+97.6% | $86,677+129.7% | $134,475+48.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.23% | 29.04%-49.3pp | 35.91%-56.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,953 | $3,489-15.4% | $2,836+4.1% | $4,740-37.7% |
| Participant deferral / active EE | $22,833 | $5,338+327.8% | $4,656+390.4% | $6,400+256.8% |
| Admin fee / account holder | $40 | $10,926-99.6% | $7,493-99.5% | $11,426-99.6% |