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 | $245,692 | $86,699+183.4% | $73,307+235.2% | $125,391+95.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.36% | 2.78%-6.1pp | 5.67%-9.0pp | 282.22%-285.6pp |
| Employer contribution / active EE | $3,945 | $4,152-5.0% | $3,237+21.9% | $4,866-18.9% |
| Participant deferral / active EE | $13,753 | $5,550+147.8% | $4,991+175.5% | $5,352+157.0% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |