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 | $140,674 | $71,883+95.7% | $86,677+62.3% | $68,494+105.4% |
| Participation rate | 88.5% | 72.2%+16.3pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | 1.15% | 3.52%-2.4pp | 35.91%-34.8pp | -7.84%+9.0pp |
| Employer contribution / active EE | $2,015 | $2,173-7.3% | $2,836-29.0% | $2,596-22.4% |
| Participant deferral / active EE | $6,951 | $3,779+83.9% | $4,656+49.3% | $4,027+72.6% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |