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 | $242,053 | $133,958+80.7% | $112,228+115.7% | $134,475+80.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.14% | 47.11%-67.3pp | 27.45%-47.6pp | 417.96%-438.1pp |
| Employer contribution / active EE | $4,817 | $4,038+19.3% | $3,635+32.5% | $4,740+1.6% |
| Participant deferral / active EE | $12,165 | $5,291+129.9% | $4,728+157.3% | $6,400+90.1% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |