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 | $167,986 | $97,757+71.8% | $83,848+100.3% | $135,375+24.1% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -1.34% | 1287.37%-1288.7pp | 850.88%-852.2pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,035 | $4,222-75.5% | $3,631-71.5% | $4,779-78.3% |
| Participant deferral / active EE | $3,646 | $4,682-22.1% | $4,082-10.7% | $5,609-35.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |