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 9-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 | $205,239 | $93,024+120.6% | $77,024+166.5% | $134,475+52.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.23% | 62.60%-78.8pp | 42.32%-58.5pp | 417.96%-434.2pp |
| Employer contribution / active EE | $21,341 | $3,418+524.4% | $2,812+658.9% | $4,740+350.3% |
| Participant deferral / active EE | $11,804 | $5,238+125.4% | $4,426+166.7% | $6,400+84.4% |
| Admin fee / account holder | $38 | $6,944-99.4% | $5,425-99.3% | $11,426-99.7% |