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 | $245,643 | $86,699+183.3% | $73,307+235.1% | $125,391+95.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.44% | 2.78%-2.3pp | 5.67%-5.2pp | 282.22%-281.8pp |
| Employer contribution / active EE | $3,423 | $4,152-17.6% | $3,237+5.7% | $4,866-29.7% |
| Participant deferral / active EE | $6,351 | $5,550+14.4% | $4,991+27.2% | $5,352+18.7% |
| Admin fee / account holder | $10 | $7,771-99.9% | $5,637-99.8% | $9,540-99.9% |