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 | $147,307 | $77,813+89.3% | $123,544+19.2% | $64,186+129.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.11% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,040 | $3,014+0.9% | $4,628-34.3% | $2,381+27.7% |
| Participant deferral / active EE | $7,842 | $5,240+49.7% | $6,426+22.0% | $3,470+126.0% |
| Admin fee / account holder | $21 | $5,519-99.6% | $9,284-99.8% | $4,888-99.6% |