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 | $231,413 | $167,307+38.3% | $143,757+61.0% | $134,475+72.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.45% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $40,500 | $5,619+620.8% | $4,951+718.0% | $4,740+754.5% |
| Participant deferral / active EE | $20,500 | $6,446+218.0% | $5,637+263.7% | $6,400+220.3% |
| Admin fee / account holder | -$129 | $18,088-100.7% | $14,673-100.9% | $11,426-101.1% |