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 | $226,999 | $75,828+199.4% | $147,614+53.8% | $59,632+280.7% |
| Participation rate | 97.1% | 71.6%+25.5pp | 84.6%+12.4pp | 68.7%+28.4pp |
| Annual return | -0.42% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $21,751 | $3,485+524.2% | $5,564+290.9% | $2,203+887.5% |
| Participant deferral / active EE | $12,751 | $3,130+307.3% | $4,895+160.5% | $3,192+299.5% |
| Admin fee / account holder | $110 | $5,985-98.2% | $11,611-99.1% | $4,297-97.4% |