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 | $233,755 | $106,543+119.4% | $91,220+156.3% | $134,475+73.8% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -15.10% | 160.60%-175.7pp | 114.01%-129.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,832 | $3,331-15.0% | $2,850-0.7% | $4,740-40.3% |
| Participant deferral / active EE | $5,663 | $4,719+20.0% | $4,234+33.8% | $6,400-11.5% |
| Admin fee / account holder | $24 | $6,231-99.6% | $5,420-99.6% | $11,426-99.8% |