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 | $158,718 | $77,813+104.0% | $123,544+28.5% | $64,186+147.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.27% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $15,065 | $3,014+399.9% | $4,628+225.5% | $2,381+532.8% |
| Participant deferral / active EE | $13,944 | $5,240+166.1% | $6,426+117.0% | $3,470+301.9% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |