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 | $167,910 | $67,331+149.4% | $60,874+175.8% | $134,475+24.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -6.19% | 49.93%-56.1pp | 16.90%-23.1pp | 417.96%-424.2pp |
| Employer contribution / active EE | $4,339 | $3,096+40.1% | $2,701+60.6% | $4,740-8.5% |
| Participant deferral / active EE | $8,046 | $4,538+77.3% | $3,817+110.8% | $6,400+25.7% |
| Admin fee / account holder | $17 | $4,582-99.6% | $3,224-99.5% | $11,426-99.9% |