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 | $177,850 | $127,386+39.6% | $115,037+54.6% | $125,391+41.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.64% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,506 | $5,166-51.5% | $4,608-45.6% | $4,866-48.5% |
| Participant deferral / active EE | $13,400 | $6,423+108.6% | $6,026+122.4% | $5,352+150.4% |
| Admin fee / account holder | $196 | $9,516-97.9% | $8,175-97.6% | $9,540-97.9% |