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 | $133,837 | $85,790+56.0% | $67,313+98.8% | $135,375-1.1% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -6.61% | -0.54%-6.1pp | -4.08%-2.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $973 | $3,487-72.1% | $2,566-62.1% | $4,779-79.6% |
| Participant deferral / active EE | $7,998 | $4,651+72.0% | $3,568+124.1% | $5,609+42.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |