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 9-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 | $166,378 | $59,107+181.5% | $86,436+92.5% | $68,494+142.9% |
| Participation rate | 88.7% | 75.2%+13.5pp | 80.3%+8.4pp | 67.9%+20.8pp |
| Annual return | -15.64% | -0.23%-15.4pp | 4394.89%-4410.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,699 | $2,519+86.6% | $3,769+24.7% | $2,596+81.0% |
| Participant deferral / active EE | $9,358 | $5,901+58.6% | $6,952+34.6% | $4,027+132.4% |
| Admin fee / account holder | $222 | $5,637-96.1% | $6,731-96.7% | $5,403-95.9% |