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 | $145,491 | $140,588+3.5% | $123,104+18.2% | $125,391+16.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.12% | 16.80%-14.7pp | 13.22%-11.1pp | 282.22%-280.1pp |
| Employer contribution / active EE | $12,500 | $6,041+106.9% | $5,151+142.7% | $4,866+156.9% |
| Participant deferral / active EE | $8,233 | $6,980+17.9% | $6,230+32.2% | $5,352+53.9% |
| Admin fee / account holder | $176 | $11,198-98.4% | $9,015-98.0% | $9,540-98.2% |