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 | $144,824 | $82,630+75.3% | $64,105+125.9% | $125,391+15.5% |
| Participation rate | 86.4% | 75.9%+10.5pp | 68.2%+18.2pp | 83.2%+3.2pp |
| Annual return | -2.10% | 1489.72%-1491.8pp | 791.24%-793.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $6,309 | $2,671+136.2% | $1,820+246.7% | $4,866+29.7% |
| Participant deferral / active EE | $4,196 | $3,608+16.3% | $2,822+48.7% | $5,352-21.6% |
| Admin fee / account holder | $43 | $6,382-99.3% | $4,499-99.0% | $9,540-99.5% |