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 | $212,676 | $90,600+134.7% | $79,464+167.6% | $135,375+57.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.90% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $12,399 | $3,068+304.1% | $2,800+342.8% | $4,779+159.5% |
| Participant deferral / active EE | $3,000 | $4,050-25.9% | $3,704-19.0% | $5,609-46.5% |
| Admin fee / account holder | $38 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |