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 9-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 | $110,553 | $65,061+69.9% | $143,757-23.1% | $66,914+65.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | 1.20% | -11.14%+12.3pp | -0.04%+1.2pp | 1.58%-0.4pp |
| Employer contribution / active EE | $3,098 | $2,361+31.2% | $4,951-37.4% | $2,544+21.8% |
| Participant deferral / active EE | $2,021 | $2,919-30.8% | $5,637-64.2% | $4,237-52.3% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |