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 | $217,922 | $142,344+53.1% | $119,609+82.2% | $134,475+62.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.28% | -12.44%+3.2pp | -14.97%+5.7pp | 417.96%-427.2pp |
| Employer contribution / active EE | $4,607 | $5,222-11.8% | $4,232+8.9% | $4,740-2.8% |
| Participant deferral / active EE | $12,752 | $6,469+97.1% | $5,602+127.6% | $6,400+99.3% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |