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 | $147,864 | $167,484-11.7% | $151,611-2.5% | $134,475+10.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.02% | 7.80%-28.8pp | 3.33%-24.3pp | 417.96%-439.0pp |
| Employer contribution / active EE | $5,526 | $6,829-19.1% | $6,166-10.4% | $4,740+16.6% |
| Participant deferral / active EE | $15,731 | $8,986+75.1% | $8,363+88.1% | $6,400+145.8% |
| Admin fee / account holder | $24 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |