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 | $154,409 | $72,177+113.9% | $115,037+34.2% | $59,632+158.9% |
| Participation rate | 90.6% | 72.6%+18.1pp | 81.4%+9.3pp | 68.7%+22.0pp |
| Annual return | -0.03% | 12.02%-12.0pp | 26.14%-26.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $7,188 | $2,841+153.0% | $4,608+56.0% | $2,203+226.3% |
| Participant deferral / active EE | $11,592 | $4,783+142.4% | $6,026+92.4% | $3,192+263.2% |
| Admin fee / account holder | $42 | $4,927-99.2% | $8,175-99.5% | $4,297-99.0% |