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 | $216,283 | $133,958+61.5% | $112,228+92.7% | $134,475+60.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.84% | 47.11%-64.0pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,130 | $4,038+2.3% | $3,635+13.6% | $4,740-12.9% |
| Participant deferral / active EE | $10,702 | $5,291+102.3% | $4,728+126.4% | $6,400+67.2% |
| Admin fee / account holder | $16 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |