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 | $243,709 | $180,449+35.1% | $154,107+58.1% | $135,375+80.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.78% | 888.09%-890.9pp | 735.12%-737.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $5,317 | $6,035-11.9% | $5,298+0.4% | $4,779+11.3% |
| Participant deferral / active EE | $6,191 | $5,806+6.6% | $5,081+21.9% | $5,609+10.4% |
| Admin fee / account holder | $11 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |