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 | $215,823 | $106,115+103.4% | $85,969+151.0% | $125,391+72.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.49% | 13.93%-17.4pp | 9.32%-12.8pp | 282.22%-285.7pp |
| Employer contribution / active EE | $2,890 | $4,537-36.3% | $3,474-16.8% | $4,866-40.6% |
| Participant deferral / active EE | $14,089 | $4,859+189.9% | $3,829+267.9% | $5,352+163.3% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |