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 | $230,742 | $138,044+67.2% | $125,339+84.1% | $134,475+71.6% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -18.00% | 750.33%-768.3pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $15,062 | $5,243+187.3% | $4,814+212.9% | $4,740+217.8% |
| Participant deferral / active EE | $14,256 | $7,799+82.8% | $7,446+91.5% | $6,400+122.8% |
| Admin fee / account holder | $102 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |