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 | $194,477 | $147,727+31.6% | $115,756+68.0% | $134,475+44.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.1%+6.3pp | 81.2%+2.1pp |
| Annual return | -18.64% | 73.96%-92.6pp | 143.14%-161.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,128 | $4,713-12.4% | $3,793+8.8% | $4,740-12.9% |
| Participant deferral / active EE | $11,690 | $7,563+54.6% | $6,254+86.9% | $6,400+82.7% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,426-100.0% |