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 | $239,262 | $92,703+158.1% | $82,719+189.2% | $134,475+77.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.29% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $560 | $3,274-82.9% | $3,009-81.4% | $4,740-88.2% |
| Participant deferral / active EE | $2,800 | $4,802-41.7% | $4,395-36.3% | $6,400-56.2% |
| Admin fee / account holder | $60 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |