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 | $206,243 | $190,805+8.1% | $159,960+28.9% | $134,475+53.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.08% | 552.23%-571.3pp | 408.60%-427.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,297 | $4,995-14.0% | $4,226+1.7% | $4,740-9.3% |
| Participant deferral / active EE | $14,601 | $6,923+110.9% | $6,182+136.2% | $6,400+128.1% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |