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 4-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 | $138,624 | $133,958+3.5% | $112,228+23.5% | $134,475+3.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,441 | $4,038-64.3% | $3,635-60.3% | $4,740-69.6% |
| Participant deferral / active EE | $2,852 | $5,291-46.1% | $4,728-39.7% | $6,400-55.4% |
| Admin fee / account holder | $1 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |