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 | $198,632 | $99,341+99.9% | $84,750+134.4% | $273,961-27.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,252 | $4,214-46.6% | $3,574-37.0% | $4,869-53.7% |
| Participant deferral / active EE | $6,990 | $4,269+63.7% | $3,712+88.3% | $5,287+32.2% |
| Admin fee / account holder | $73 | $6,644-98.9% | $5,332-98.6% | $10,132-99.3% |