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 | $139,471 | $75,935+83.7% | $60,547+130.3% | $125,391+11.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -3.43% | -5.38%+1.9pp | 335.64%-339.1pp | 282.22%-285.7pp |
| Employer contribution / active EE | $10,186 | $3,438+196.3% | $2,419+321.0% | $4,866+109.3% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $19 | $6,768-99.7% | $4,536-99.6% | $9,540-99.8% |