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 | $213,521 | $167,307+27.6% | $143,757+48.5% | $134,475+58.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.47% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $10,300 | $5,619+83.3% | $4,951+108.0% | $4,740+117.3% |
| Participant deferral / active EE | $8,188 | $6,446+27.0% | $5,637+45.3% | $6,400+27.9% |
| Admin fee / account holder | $105 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |