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 6-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 | $245,330 | $82,630+196.9% | $64,105+282.7% | $125,391+95.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.84% | 1489.72%-1490.6pp | 791.24%-792.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,855 | $2,671+6.9% | $1,820+56.9% | $4,866-41.3% |
| Participant deferral / active EE | $10,696 | $3,608+196.4% | $2,822+279.1% | $5,352+99.9% |
| Admin fee / account holder | $50 | $6,382-99.2% | $4,499-98.9% | $9,540-99.5% |