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 | $173,200 | $160,055+8.2% | $140,016+23.7% | $135,375+27.9% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | -3.21% | 911.38%-914.6pp | 651.12%-654.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,108 | $6,420-67.2% | $5,606-62.4% | $4,779-55.9% |
| Participant deferral / active EE | $5,626 | $7,642-26.4% | $6,927-18.8% | $5,609+0.3% |
| Admin fee / account holder | $26 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |