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 | $178,257 | $107,791+65.4% | $90,645+96.7% | $135,375+31.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 9.42% | -0.90%+10.3pp | 1.88%+7.5pp | 519.73%-510.3pp |
| Employer contribution / active EE | $21,889 | $3,018+625.3% | $2,532+764.6% | $4,779+358.0% |
| Participant deferral / active EE | $12,250 | $3,872+216.4% | $3,425+257.7% | $5,609+118.4% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |