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 | $229,236 | $138,065+66.0% | $123,544+85.5% | $135,375+69.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -0.76% | 153.68%-154.4pp | 119.20%-120.0pp | 519.73%-520.5pp |
| Employer contribution / active EE | $13,206 | $5,151+156.4% | $4,628+185.4% | $4,779+176.4% |
| Participant deferral / active EE | $6,999 | $6,799+2.9% | $6,426+8.9% | $5,609+24.8% |
| Admin fee / account holder | $19 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |