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 | $239,821 | $167,484+43.2% | $151,611+58.2% | $134,475+78.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.81% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.8pp |
| Employer contribution / active EE | $8,991 | $6,829+31.7% | $6,166+45.8% | $4,740+89.7% |
| Participant deferral / active EE | $9,598 | $8,986+6.8% | $8,363+14.8% | $6,400+50.0% |
| Admin fee / account holder | $38 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |