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 | $180,375 | $87,540+106.0% | $75,781+138.0% | $125,391+43.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2.28% | 13.48%-11.2pp | 9.68%-7.4pp | 282.22%-279.9pp |
| Employer contribution / active EE | $10,000 | $3,930+154.5% | $3,323+200.9% | $4,866+105.5% |
| Participant deferral / active EE | $22,406 | $4,229+429.8% | $3,651+513.6% | $5,352+318.7% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |