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 | $153,621 | $140,588+9.3% | $123,104+24.8% | $125,391+22.5% |
| Participation rate | 90.0% | 88.2%+1.8pp | 86.8%+3.2pp | 83.2%+6.8pp |
| Annual return | -1.05% | 16.80%-17.8pp | 13.22%-14.3pp | 282.22%-283.3pp |
| Employer contribution / active EE | $15,626 | $6,041+158.6% | $5,151+203.3% | $4,866+221.1% |
| Participant deferral / active EE | $13,633 | $6,980+95.3% | $6,230+118.8% | $5,352+154.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |