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 | $244,753 | $129,942+88.4% | $104,294+134.7% | $134,475+82.0% |
| Participation rate | 92.3% | 79.5%+12.8pp | 73.3%+19.0pp | 81.2%+11.1pp |
| Annual return | -13.50% | 42.03%-55.5pp | 24.61%-38.1pp | 417.96%-431.5pp |
| Employer contribution / active EE | $12,293 | $4,184+193.8% | $3,372+264.6% | $4,740+159.4% |
| Participant deferral / active EE | $11,554 | $5,588+106.8% | $4,625+149.8% | $6,400+80.5% |
| Admin fee / account holder | $193 | $9,323-97.9% | $7,339-97.4% | $11,426-98.3% |