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 8-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 | $118,269 | $93,024+27.1% | $77,024+53.5% | $134,475-12.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.63% | 62.60%-71.2pp | 42.32%-50.9pp | 417.96%-426.6pp |
| Employer contribution / active EE | $5,625 | $3,418+64.6% | $2,812+100.0% | $4,740+18.7% |
| Participant deferral / active EE | $26,661 | $5,238+409.0% | $4,426+502.3% | $6,400+316.6% |
| Admin fee / account holder | $145 | $6,944-97.9% | $5,425-97.3% | $11,426-98.7% |