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 | $195,583 | $94,529+106.9% | $140,016+39.7% | $64,186+204.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.35% | 7.77%-12.1pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $20,936 | $3,812+449.1% | $5,606+273.5% | $2,381+779.4% |
| Participant deferral / active EE | $12,550 | $5,250+139.1% | $6,927+81.2% | $3,470+261.7% |
| Admin fee / account holder | $191 | $6,741-97.2% | $10,705-98.2% | $4,888-96.1% |