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 | $181,782 | $82,630+120.0% | $64,105+183.6% | $125,391+45.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.12% | 1489.72%-1491.8pp | 791.24%-793.4pp | 282.22%-284.3pp |
| Employer contribution / active EE | $5,940 | $2,671+122.4% | $1,820+226.4% | $4,866+22.1% |
| Participant deferral / active EE | $3,108 | $3,608-13.9% | $2,822+10.1% | $5,352-41.9% |
| Admin fee / account holder | $28 | $6,382-99.6% | $4,499-99.4% | $9,540-99.7% |