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 | $166,105 | $140,588+18.2% | $123,104+34.9% | $125,391+32.5% |
| Participation rate | 93.3% | 88.2%+5.1pp | 86.8%+6.6pp | 83.2%+10.1pp |
| Annual return | -0.43% | 16.80%-17.2pp | 13.22%-13.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $11,404 | $6,041+88.8% | $5,151+121.4% | $4,866+134.4% |
| Participant deferral / active EE | $13,715 | $6,980+96.5% | $6,230+120.2% | $5,352+156.3% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |