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 | $130,296 | $138,044-5.6% | $125,339+4.0% | $134,475-3.1% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -19.56% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,451 | $5,243-34.2% | $4,814-28.3% | $4,740-27.2% |
| Participant deferral / active EE | $6,986 | $7,799-10.4% | $7,446-6.2% | $6,400+9.2% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |