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 | $158,410 | $167,484-5.4% | $151,611+4.5% | $134,475+17.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -14.15% | 7.80%-22.0pp | 3.33%-17.5pp | 417.96%-432.1pp |
| Employer contribution / active EE | $4,376 | $6,829-35.9% | $6,166-29.0% | $4,740-7.7% |
| Participant deferral / active EE | $6,698 | $8,986-25.5% | $8,363-19.9% | $6,400+4.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |