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 | $186,962 | $138,065+35.4% | $123,544+51.3% | $135,375+38.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.14% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,911 | $5,151-43.5% | $4,628-37.1% | $4,779-39.1% |
| Participant deferral / active EE | $9,085 | $6,799+33.6% | $6,426+41.4% | $5,609+62.0% |
| Admin fee / account holder | $119 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |