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 | $152,280 | $133,958+13.7% | $112,228+35.7% | $134,475+13.2% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -18.06% | 47.11%-65.2pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,603 | $4,038-35.5% | $3,635-28.4% | $4,740-45.1% |
| Participant deferral / active EE | $8,596 | $5,291+62.5% | $4,728+81.8% | $6,400+34.3% |
| Admin fee / account holder | $298 | $7,489-96.0% | $6,410-95.4% | $11,426-97.4% |