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 | $247,891 | $95,971+158.3% | $74,550+232.5% | $135,375+83.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.60% | 56.96%-59.6pp | 32.53%-35.1pp | 519.73%-522.3pp |
| Employer contribution / active EE | $2,830 | $2,716+4.2% | $1,961+44.3% | $4,779-40.8% |
| Participant deferral / active EE | $10,474 | $3,843+172.5% | $3,108+237.0% | $5,609+86.7% |
| Admin fee / account holder | $179 | $6,522-97.3% | $5,060-96.5% | $10,827-98.4% |