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 | $138,968 | $158,817-12.5% | $121,196+14.7% | $135,375+2.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.40% | -0.64%-4.8pp | 16.93%-22.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $12,500 | $5,665+120.7% | $4,022+210.8% | $4,779+161.6% |
| Participant deferral / active EE | $18,500 | $4,005+361.9% | $3,344+453.1% | $5,609+229.8% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |