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 | $230,369 | $167,484+37.5% | $151,611+51.9% | $134,475+71.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.44% | 7.80%-12.2pp | 3.33%-7.8pp | 417.96%-422.4pp |
| Employer contribution / active EE | $16,864 | $6,829+146.9% | $6,166+173.5% | $4,740+255.8% |
| Participant deferral / active EE | $9,000 | $8,986+0.2% | $8,363+7.6% | $6,400+40.6% |
| Admin fee / account holder | $25 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |