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 8-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 | $194,560 | $138,044+40.9% | $125,339+55.2% | $134,475+44.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.29% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,407 | $5,243-35.0% | $4,814-29.2% | $4,740-28.1% |
| Participant deferral / active EE | $19,275 | $7,799+147.2% | $7,446+158.9% | $6,400+201.2% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |