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 | $194,909 | $147,727+31.9% | $115,756+68.4% | $134,475+44.9% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.1%+16.3pp | 81.2%+12.1pp |
| Annual return | -16.34% | 73.96%-90.3pp | 143.14%-159.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,660 | $4,713+20.1% | $3,793+49.2% | $4,740+19.4% |
| Participant deferral / active EE | $11,615 | $7,563+53.6% | $6,254+85.7% | $6,400+81.5% |
| Admin fee / account holder | $215 | $14,571-98.5% | $8,124-97.3% | $11,426-98.1% |