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 5-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 | $112,785 | $99,640+13.2% | $86,436+30.5% | $134,475-16.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.76% | 6782.58%-6798.3pp | 4394.89%-4410.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,322 | $4,400-47.2% | $3,769-38.4% | $4,740-51.0% |
| Participant deferral / active EE | $13,883 | $7,246+91.6% | $6,952+99.7% | $6,400+116.9% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |