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 | $153,421 | $94,529+62.3% | $140,016+9.6% | $64,186+139.0% |
| Participation rate | 86.7% | 84.1%+2.6pp | 87.5%-0.8pp | 69.6%+17.1pp |
| Annual return | -5.23% | 7.77%-13.0pp | 651.12%-656.3pp | 7.63%-12.9pp |
| Employer contribution / active EE | $6,996 | $3,812+83.5% | $5,606+24.8% | $2,381+193.8% |
| Participant deferral / active EE | $13,351 | $5,250+154.3% | $6,927+92.7% | $3,470+284.8% |
| Admin fee / account holder | $63 | $6,741-99.1% | $10,705-99.4% | $4,888-98.7% |