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 | $195,559 | $133,958+46.0% | $112,228+74.3% | $134,475+45.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.04% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,151 | $4,038-22.0% | $3,635-13.3% | $4,740-33.5% |
| Participant deferral / active EE | $10,902 | $5,291+106.1% | $4,728+130.6% | $6,400+70.3% |
| Admin fee / account holder | $176 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |