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 | $187,328 | $140,588+33.2% | $123,104+52.2% | $125,391+49.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.22% | 16.80%-19.0pp | 13.22%-15.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $12,890 | $6,041+113.4% | $5,151+150.2% | $4,866+164.9% |
| Participant deferral / active EE | $8,335 | $6,980+19.4% | $6,230+33.8% | $5,352+55.7% |
| Admin fee / account holder | $225 | $11,198-98.0% | $9,015-97.5% | $9,540-97.6% |