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 | $184,098 | $140,588+30.9% | $123,104+49.5% | $125,391+46.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.92% | 16.80%-17.7pp | 13.22%-14.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $9,905 | $6,041+63.9% | $5,151+92.3% | $4,866+103.5% |
| Participant deferral / active EE | $7,420 | $6,980+6.3% | $6,230+19.1% | $5,352+38.6% |
| Admin fee / account holder | $17 | $11,198-99.9% | $9,015-99.8% | $9,540-99.8% |