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 | $149,348 | $180,449-17.2% | $154,107-3.1% | $135,375+10.3% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -7.61% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,533 | $6,035-74.6% | $5,298-71.1% | $4,779-67.9% |
| Participant deferral / active EE | $2,249 | $5,806-61.3% | $5,081-55.7% | $5,609-59.9% |
| Admin fee / account holder | $259 | $16,143-98.4% | $13,411-98.1% | $10,827-97.6% |