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 | $158,942 | $80,717+96.9% | $154,803+2.7% | $84,808+87.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.85% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,170 | $2,761+14.8% | $4,305-26.4% | $2,631+20.5% |
| Participant deferral / active EE | $3,170 | $3,303-4.0% | $5,540-42.8% | $4,212-24.7% |
| Admin fee / account holder | $254 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |