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 | $222,603 | $138,065+61.2% | $123,544+80.2% | $135,375+64.4% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -5.83% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $6,503 | $5,151+26.2% | $4,628+40.5% | $4,779+36.1% |
| Participant deferral / active EE | $10,801 | $6,799+58.9% | $6,426+68.1% | $5,609+92.6% |
| Admin fee / account holder | $12 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |