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 | $224,422 | $167,484+34.0% | $151,611+48.0% | $134,475+66.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.41% | 7.80%-23.2pp | 3.33%-18.7pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,351 | $6,829-65.6% | $6,166-61.9% | $4,740-50.4% |
| Participant deferral / active EE | $13,983 | $8,986+55.6% | $8,363+67.2% | $6,400+118.5% |
| Admin fee / account holder | $40 | $13,783-99.7% | $11,616-99.7% | $11,426-99.6% |