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 | $149,855 | $107,791+39.0% | $90,645+65.3% | $135,375+10.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 26.86% | -0.90%+27.8pp | 1.88%+25.0pp | 519.73%-492.9pp |
| Employer contribution / active EE | $2,040 | $3,018-32.4% | $2,532-19.4% | $4,779-57.3% |
| Participant deferral / active EE | $2,550 | $3,872-34.1% | $3,425-25.5% | $5,609-54.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |