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 6-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 | $238,638 | $138,044+72.9% | $125,339+90.4% | $134,475+77.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -4.41% | 750.33%-754.7pp | 572.05%-576.5pp | 417.96%-422.4pp |
| Employer contribution / active EE | $8,197 | $5,243+56.3% | $4,814+70.3% | $4,740+72.9% |
| Participant deferral / active EE | $13,731 | $7,799+76.1% | $7,446+84.4% | $6,400+114.6% |
| Admin fee / account holder | $210 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |