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 | $209,671 | $190,805+9.9% | $159,960+31.1% | $134,475+55.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.22% | 552.23%-570.5pp | 408.60%-426.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,215 | $4,995-55.7% | $4,226-47.6% | $4,740-53.3% |
| Participant deferral / active EE | $3,633 | $6,923-47.5% | $6,182-41.2% | $6,400-43.2% |
| Admin fee / account holder | $114 | $10,471-98.9% | $8,698-98.7% | $11,426-99.0% |