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 | $166,092 | $129,942+27.8% | $104,294+59.3% | $134,475+23.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.36% | 42.03%-60.4pp | 24.61%-43.0pp | 417.96%-436.3pp |
| Employer contribution / active EE | $14,373 | $4,184+243.5% | $3,372+326.3% | $4,740+203.2% |
| Participant deferral / active EE | $11,780 | $5,588+110.8% | $4,625+154.7% | $6,400+84.1% |
| Admin fee / account holder | $186 | $9,323-98.0% | $7,339-97.5% | $11,426-98.4% |