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 | $150,906 | $72,177+109.1% | $115,037+31.2% | $59,632+153.1% |
| Participation rate | 94.4% | 72.6%+21.9pp | 81.4%+13.1pp | 68.7%+25.8pp |
| Annual return | -0.50% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $7,976 | $2,841+180.7% | $4,608+73.1% | $2,203+262.1% |
| Participant deferral / active EE | $5,261 | $4,783+10.0% | $6,026-12.7% | $3,192+64.8% |
| Admin fee / account holder | $59 | $4,927-98.8% | $8,175-99.3% | $4,297-98.6% |