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 | $249,363 | $90,590+175.3% | $90,782+174.7% | $135,375+84.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 0.23% | -3.40%+3.6pp | -3.42%+3.6pp | 519.73%-519.5pp |
| Employer contribution / active EE | $2,240 | $4,352-48.5% | $4,105-45.4% | $4,779-53.1% |
| Participant deferral / active EE | $16,333 | $5,407+202.1% | $5,366+204.4% | $5,609+191.2% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |