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 | $171,119 | $160,055+6.9% | $140,016+22.2% | $135,375+26.4% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -6.20% | 911.38%-917.6pp | 651.12%-657.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,393 | $6,420-62.7% | $5,606-57.3% | $4,779-49.9% |
| Participant deferral / active EE | $7,965 | $7,642+4.2% | $6,927+15.0% | $5,609+42.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |