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 | $193,912 | $138,065+40.5% | $123,544+57.0% | $135,375+43.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.91% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $4,079 | $5,151-20.8% | $4,628-11.9% | $4,779-14.6% |
| Participant deferral / active EE | $10,770 | $6,799+58.4% | $6,426+67.6% | $5,609+92.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |