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 | $199,557 | $138,044+44.6% | $125,339+59.2% | $134,475+48.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.83% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,052 | $5,243-60.9% | $4,814-57.4% | $4,740-56.7% |
| Participant deferral / active EE | $10,924 | $7,799+40.1% | $7,446+46.7% | $6,400+70.7% |
| Admin fee / account holder | $6 | $11,571-100.0% | $10,010-99.9% | $11,426-100.0% |