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 | $159,527 | $180,449-11.6% | $154,107+3.5% | $135,375+17.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -8.63% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,058 | $6,035-65.9% | $5,298-61.2% | $4,779-56.9% |
| Participant deferral / active EE | $7,998 | $5,806+37.7% | $5,081+57.4% | $5,609+42.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |