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 | $144,586 | $140,588+2.8% | $123,104+17.5% | $125,391+15.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.35% | 16.80%-17.1pp | 13.22%-13.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $3,361 | $6,041-44.4% | $5,151-34.8% | $4,866-30.9% |
| Participant deferral / active EE | $9,265 | $6,980+32.7% | $6,230+48.7% | $5,352+73.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |