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 | $144,789 | $77,813+86.1% | $123,544+17.2% | $64,186+125.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.61% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,018 | $3,014+33.3% | $4,628-13.2% | $2,381+68.8% |
| Participant deferral / active EE | $10,747 | $5,240+105.1% | $6,426+67.2% | $3,470+209.7% |
| Admin fee / account holder | $116 | $5,519-97.9% | $9,284-98.7% | $4,888-97.6% |