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 | $199,787 | $138,065+44.7% | $123,544+61.7% | $135,375+47.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -4.79% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $6,671 | $5,151+29.5% | $4,628+44.2% | $4,779+39.6% |
| Participant deferral / active EE | $11,814 | $6,799+73.8% | $6,426+83.9% | $5,609+110.6% |
| Admin fee / account holder | $100 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |