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 | $165,346 | $99,032+67.0% | $80,019+106.6% | $135,375+22.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 3.06% | 15.39%-12.3pp | 11.22%-8.2pp | 519.73%-516.7pp |
| Employer contribution / active EE | $1,395 | $3,043-54.2% | $2,468-43.5% | $4,779-70.8% |
| Participant deferral / active EE | $8,542 | $4,282+99.5% | $3,686+131.8% | $5,609+52.3% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |