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 | $249,762 | $82,286+203.5% | $68,791+263.1% | $134,475+85.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.56% | -2.19%-14.4pp | -6.38%-10.2pp | 417.96%-434.5pp |
| Employer contribution / active EE | $5,188 | $3,301+57.2% | $2,655+95.4% | $4,740+9.5% |
| Participant deferral / active EE | $14,194 | $4,739+199.5% | $3,941+260.2% | $6,400+121.8% |
| Admin fee / account holder | $86 | $6,481-98.7% | $4,932-98.3% | $11,426-99.2% |