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 4-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 | $194,970 | $82,664+135.9% | $125,339+55.6% | $68,494+184.7% |
| Participation rate | 78.4% | 75.0%+3.4pp | 82.4%-3.9pp | 67.9%+10.5pp |
| Annual return | -19.13% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $5,610 | $3,381+65.9% | $4,814+16.6% | $2,596+116.1% |
| Participant deferral / active EE | $14,740 | $6,110+141.2% | $7,446+98.0% | $4,027+266.0% |
| Admin fee / account holder | $118 | $6,275-98.1% | $10,010-98.8% | $5,403-97.8% |