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 | $176,942 | $78,694+124.8% | $67,652+161.5% | $125,391+41.1% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -2.28% | 9.46%-11.7pp | 6625.04%-6627.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $2,780 | $3,044-8.7% | $2,266+22.7% | $4,866-42.9% |
| Participant deferral / active EE | $4,676 | $4,292+8.9% | $3,560+31.4% | $5,352-12.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |