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 9-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 | $192,914 | $167,484+15.2% | $151,611+27.2% | $134,475+43.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.30% | 7.80%-26.1pp | 3.33%-21.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,782 | $6,829-73.9% | $6,166-71.1% | $4,740-62.4% |
| Participant deferral / active EE | $18,433 | $8,986+105.1% | $8,363+120.4% | $6,400+188.0% |
| Admin fee / account holder | $17 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |