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 | $192,993 | $138,044+39.8% | $125,339+54.0% | $134,475+43.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.01% | 750.33%-766.3pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,284 | $5,243-37.4% | $4,814-31.8% | $4,740-30.7% |
| Participant deferral / active EE | $9,068 | $7,799+16.3% | $7,446+21.8% | $6,400+41.7% |
| Admin fee / account holder | $159 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |