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 | $152,931 | $127,386+20.1% | $115,037+32.9% | $125,391+22.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.39% | 31.28%-32.7pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $14,174 | $5,166+174.4% | $4,608+207.6% | $4,866+191.3% |
| Participant deferral / active EE | $9,983 | $6,423+55.4% | $6,026+65.7% | $5,352+86.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |