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 | $98,181 | $127,386-22.9% | $115,037-14.7% | $125,391-21.7% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -1.98% | 31.28%-33.3pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,360 | $5,166-54.3% | $4,608-48.8% | $4,866-51.5% |
| Participant deferral / active EE | $7,268 | $6,423+13.2% | $6,026+20.6% | $5,352+35.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |