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 | $244,324 | $167,307+46.0% | $143,757+70.0% | $134,475+81.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.40% | 0.46%-13.9pp | -0.04%-13.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,850 | $5,619-49.3% | $4,951-42.4% | $4,740-39.9% |
| Participant deferral / active EE | $5,601 | $6,446-13.1% | $5,637-0.6% | $6,400-12.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |