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 | $168,752 | $167,307+0.9% | $143,757+17.4% | $134,475+25.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.76% | 0.46%-10.2pp | -0.04%-9.7pp | 417.96%-427.7pp |
| Employer contribution / active EE | $19,376 | $5,619+244.8% | $4,951+291.4% | $4,740+308.8% |
| Participant deferral / active EE | $13,613 | $6,446+111.2% | $5,637+141.5% | $6,400+112.7% |
| Admin fee / account holder | $283 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |