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 9-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 | $225,231 | $190,805+18.0% | $159,960+40.8% | $134,475+67.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.31% | 552.23%-572.5pp | 408.60%-428.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $20,562 | $4,995+311.6% | $4,226+386.6% | $4,740+333.8% |
| Participant deferral / active EE | $13,000 | $6,923+87.8% | $6,182+110.3% | $6,400+103.1% |
| Admin fee / account holder | $150 | $10,471-98.6% | $8,698-98.3% | $11,426-98.7% |