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 | $145,193 | $71,883+102.0% | $86,677+67.5% | $68,494+112.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -7.62% | 3.52%-11.1pp | 35.91%-43.5pp | -7.84%+0.2pp |
| Employer contribution / active EE | $4,953 | $2,173+127.9% | $2,836+74.6% | $2,596+90.8% |
| Participant deferral / active EE | $4,461 | $3,779+18.1% | $4,656-4.2% | $4,027+10.8% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |