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 | $234,711 | $138,044+70.0% | $125,339+87.3% | $134,475+74.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.88% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,969 | $5,243-43.4% | $4,814-38.3% | $4,740-37.3% |
| Participant deferral / active EE | $13,443 | $7,799+72.4% | $7,446+80.5% | $6,400+110.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |