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 5-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 | $145,264 | $127,264+14.1% | $109,895+32.2% | $167,490-13.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $18,263 | $3,322+449.7% | $2,842+542.5% | $4,837+277.5% |
| Participant deferral / active EE | $1,325 | $4,514-70.6% | $4,048-67.3% | $6,341-79.1% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |