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 6-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 | $211,316 | $167,484+26.2% | $151,611+39.4% | $134,475+57.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.05% | 7.80%-25.8pp | 3.33%-21.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,884 | $6,829-28.5% | $6,166-20.8% | $4,740+3.1% |
| Participant deferral / active EE | $14,315 | $8,986+59.3% | $8,363+71.2% | $6,400+123.7% |
| Admin fee / account holder | $117 | $13,783-99.2% | $11,616-99.0% | $11,426-99.0% |