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 | $119,533 | $100,754+18.6% | $86,677+37.9% | $134,475-11.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.10% | 29.04%-49.1pp | 35.91%-56.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,150 | $3,489-67.0% | $2,836-59.5% | $4,740-75.7% |
| Participant deferral / active EE | $9,458 | $5,338+77.2% | $4,656+103.2% | $6,400+47.8% |
| Admin fee / account holder | $2 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |