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 | $229,643 | $97,757+134.9% | $83,848+173.9% | $135,375+69.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -0.43% | 1287.37%-1287.8pp | 850.88%-851.3pp | 519.73%-520.2pp |
| Employer contribution / active EE | $1,284 | $4,222-69.6% | $3,631-64.6% | $4,779-73.1% |
| Participant deferral / active EE | $6,374 | $4,682+36.1% | $4,082+56.2% | $5,609+13.6% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |