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 | $229,729 | $95,862+139.6% | $79,550+188.8% | $134,475+70.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -4.26% | -2.69%-1.6pp | 0.16%-4.4pp | 417.96%-422.2pp |
| Employer contribution / active EE | $1,947 | $3,128-37.8% | $2,413-19.3% | $4,740-58.9% |
| Participant deferral / active EE | $5,753 | $4,693+22.6% | $3,985+44.3% | $6,400-10.1% |
| Admin fee / account holder | $4 | $9,126-100.0% | $6,832-99.9% | $11,426-100.0% |