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 | $208,882 | $167,484+24.7% | $151,611+37.8% | $134,475+55.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.24% | 7.80%-26.0pp | 3.33%-21.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $17,840 | $6,829+161.2% | $6,166+189.3% | $4,740+276.4% |
| Participant deferral / active EE | $12,244 | $8,986+36.3% | $8,363+46.4% | $6,400+91.3% |
| Admin fee / account holder | $7 | $13,783-100.0% | $11,616-99.9% | $11,426-99.9% |