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 | $157,296 | $100,754+56.1% | $86,677+81.5% | $134,475+17.0% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -17.50% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,029 | $3,489-13.2% | $2,836+6.8% | $4,740-36.1% |
| Participant deferral / active EE | $10,721 | $5,338+100.8% | $4,656+130.3% | $6,400+67.5% |
| Admin fee / account holder | $11 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |