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 | $205,968 | $94,529+117.9% | $140,016+47.1% | $64,186+220.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.10% | 7.77%-14.9pp | 651.12%-658.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $13,702 | $3,812+259.4% | $5,606+144.4% | $2,381+475.5% |
| Participant deferral / active EE | $6,982 | $5,250+33.0% | $6,927+0.8% | $3,470+101.2% |
| Admin fee / account holder | $223 | $6,741-96.7% | $10,705-97.9% | $4,888-95.4% |