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 | $119,159 | $65,703+81.4% | $94,224+26.5% | $59,632+99.8% |
| Participation rate | 80.5% | 72.1%+8.4pp | 78.8%+1.7pp | 68.7%+11.8pp |
| Annual return | -0.94% | 5.22%-6.2pp | 10.68%-11.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $700 | $2,021-65.3% | $3,587-80.5% | $2,203-68.2% |
| Participant deferral / active EE | $7,003 | $3,143+122.8% | $4,320+62.1% | $3,192+119.4% |
| Admin fee / account holder | $157 | $4,264-96.3% | $6,269-97.5% | $4,297-96.3% |