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 | $143,966 | $133,958+7.5% | $112,228+28.3% | $134,475+7.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.21% | 47.11%-48.3pp | 27.45%-28.7pp | 417.96%-419.2pp |
| Employer contribution / active EE | $2,374 | $4,038-41.2% | $3,635-34.7% | $4,740-49.9% |
| Participant deferral / active EE | $4,606 | $5,291-12.9% | $4,728-2.6% | $6,400-28.0% |
| Admin fee / account holder | $72 | $7,489-99.0% | $6,410-98.9% | $11,426-99.4% |