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 | $162,333 | $62,586+159.4% | $76,768+111.5% | $64,186+152.9% |
| Participation rate | 87.8% | 72.8%+14.9pp | 77.0%+10.8pp | 69.6%+18.2pp |
| Annual return | -4.31% | -1.95%-2.4pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,460 | $1,832-20.3% | $2,485-41.3% | $2,381-38.7% |
| Participant deferral / active EE | $7,104 | $3,145+125.9% | $3,852+84.5% | $3,470+104.8% |
| Admin fee / account holder | $240 | $4,667-94.9% | $6,675-96.4% | $4,888-95.1% |