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 5-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 | $239,220 | $167,484+42.8% | $151,611+57.8% | $134,475+77.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.69% | 7.80%-26.5pp | 3.33%-22.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $10,494 | $6,829+53.7% | $6,166+70.2% | $4,740+121.4% |
| Participant deferral / active EE | $12,468 | $8,986+38.8% | $8,363+49.1% | $6,400+94.8% |
| Admin fee / account holder | $2 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |