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 | $163,831 | $87,705+86.8% | $63,517+157.9% | $125,391+30.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 1.13% | 21.70%-20.6pp | -70.30%+71.4pp | 282.22%-281.1pp |
| Employer contribution / active EE | $29,424 | $3,601+717.1% | $2,322+1167.2% | $4,866+504.7% |
| Participant deferral / active EE | $16,000 | $3,939+306.2% | $2,953+441.8% | $5,352+199.0% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |