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 | $191,366 | $190,805+0.3% | $159,960+19.6% | $134,475+42.3% |
| Participation rate | 94.1% | 81.9%+12.2pp | 78.0%+16.2pp | 81.2%+12.9pp |
| Annual return | -10.48% | 552.23%-562.7pp | 408.60%-419.1pp | 417.96%-428.4pp |
| Employer contribution / active EE | $760 | $4,995-84.8% | $4,226-82.0% | $4,740-84.0% |
| Participant deferral / active EE | $9,488 | $6,923+37.1% | $6,182+53.5% | $6,400+48.3% |
| Admin fee / account holder | $10 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |