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 | $167,306 | $140,588+19.0% | $123,104+35.9% | $125,391+33.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.38% | 16.80%-14.4pp | 13.22%-10.8pp | 282.22%-279.8pp |
| Employer contribution / active EE | $2,525 | $6,041-58.2% | $5,151-51.0% | $4,866-48.1% |
| Participant deferral / active EE | $3,120 | $6,980-55.3% | $6,230-49.9% | $5,352-41.7% |
| Admin fee / account holder | $18 | $11,198-99.8% | $9,015-99.8% | $9,540-99.8% |