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 | $174,268 | $138,044+26.2% | $125,339+39.0% | $134,475+29.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -14.45% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $3,822 | $5,243-27.1% | $4,814-20.6% | $4,740-19.4% |
| Participant deferral / active EE | $8,710 | $7,799+11.7% | $7,446+17.0% | $6,400+36.1% |
| Admin fee / account holder | -$38 | $11,571-100.3% | $10,010-100.4% | $11,426-100.3% |