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 | $239,387 | $138,065+73.4% | $123,544+93.8% | $135,375+76.8% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -8.23% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $5,181 | $5,151+0.6% | $4,628+12.0% | $4,779+8.4% |
| Participant deferral / active EE | $7,185 | $6,799+5.7% | $6,426+11.8% | $5,609+28.1% |
| Admin fee / account holder | $147 | $10,916-98.7% | $9,284-98.4% | $10,827-98.6% |