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 | $193,788 | $167,484+15.7% | $151,611+27.8% | $134,475+44.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.30% | 7.80%-22.1pp | 3.33%-17.6pp | 417.96%-432.3pp |
| Employer contribution / active EE | $13,535 | $6,829+98.2% | $6,166+119.5% | $4,740+185.6% |
| Participant deferral / active EE | $6,497 | $8,986-27.7% | $8,363-22.3% | $6,400+1.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |