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 | $166,986 | $142,344+17.3% | $119,609+39.6% | $134,475+24.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.10% | -12.44%-4.7pp | -14.97%-2.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $7,325 | $5,222+40.3% | $4,232+73.1% | $4,740+54.5% |
| Participant deferral / active EE | $10,437 | $6,469+61.3% | $5,602+86.3% | $6,400+63.1% |
| Admin fee / account holder | $50 | $13,584-99.6% | $10,323-99.5% | $11,426-99.6% |