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 | $141,961 | $97,881+45.0% | $80,004+77.4% | $125,391+13.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 1.46% | 9.36%-7.9pp | 7.63%-6.2pp | 282.22%-280.8pp |
| Employer contribution / active EE | $8,602 | $3,128+175.0% | $2,473+247.9% | $4,866+76.8% |
| Participant deferral / active EE | $4,910 | $3,744+31.1% | $3,204+53.3% | $5,352-8.3% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |