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 | $94,445 | $127,386-25.9% | $115,037-17.9% | $125,391-24.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.84% | 31.28%-33.1pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,525 | $5,166-70.5% | $4,608-66.9% | $4,866-68.7% |
| Participant deferral / active EE | $5,371 | $6,423-16.4% | $6,026-10.9% | $5,352+0.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |