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 | $140,266 | $152,509-8.0% | $117,472+19.4% | $134,475+4.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.75% | 52.99%-63.7pp | 29.74%-40.5pp | 417.96%-428.7pp |
| Employer contribution / active EE | $684 | $5,571-87.7% | $4,176-83.6% | $4,740-85.6% |
| Participant deferral / active EE | $4,455 | $4,818-7.5% | $4,070+9.4% | $6,400-30.4% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |