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 | $181,225 | $100,754+79.9% | $86,677+109.1% | $134,475+34.8% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -2.15% | 29.04%-31.2pp | 35.91%-38.1pp | 417.96%-420.1pp |
| Employer contribution / active EE | $3,147 | $3,489-9.8% | $2,836+11.0% | $4,740-33.6% |
| Participant deferral / active EE | $3,156 | $5,338-40.9% | $4,656-32.2% | $6,400-50.7% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |