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 | $163,760 | $95,193+72.0% | $76,523+114.0% | $135,375+21.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -10.01% | 4.85%-14.9pp | -0.27%-9.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,726 | $3,302-47.7% | $2,647-34.8% | $4,779-63.9% |
| Participant deferral / active EE | $1,995 | $4,639-57.0% | $3,835-48.0% | $5,609-64.4% |
| Admin fee / account holder | $25 | $6,249-99.6% | $4,848-99.5% | $10,827-99.8% |