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 | $151,857 | $142,344+6.7% | $119,609+27.0% | $134,475+12.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.93% | -12.44%-1.5pp | -14.97%+1.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $24,338 | $5,222+366.1% | $4,232+475.1% | $4,740+413.5% |
| Participant deferral / active EE | $14,625 | $6,469+126.1% | $5,602+161.1% | $6,400+128.5% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |