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 | $209,175 | $167,307+25.0% | $143,757+45.5% | $134,475+55.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.98% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $7,178 | $5,619+27.7% | $4,951+45.0% | $4,740+51.5% |
| Participant deferral / active EE | $7,971 | $6,446+23.7% | $5,637+41.4% | $6,400+24.6% |
| Admin fee / account holder | $72 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |