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 | $198,254 | $135,635+46.2% | $110,238+79.8% | $135,375+46.4% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -6.36% | 513.19%-519.5pp | 314.74%-321.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,379 | $4,906-51.5% | $3,826-37.8% | $4,779-50.2% |
| Participant deferral / active EE | $6,420 | $5,506+16.6% | $4,672+37.4% | $5,609+14.5% |
| Admin fee / account holder | $3 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |