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 | $138,655 | $92,222+50.3% | $76,768+80.6% | $135,375+2.4% |
| Participation rate | 82.4% | 79.8%+2.6pp | 77.0%+5.4pp | 82.6%-0.3pp |
| Annual return | -6.12% | 5.46%-11.6pp | 2.43%-8.5pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,414 | $3,216+6.2% | $2,485+37.4% | $4,779-28.6% |
| Participant deferral / active EE | $8,102 | $4,509+79.7% | $3,852+110.4% | $5,609+44.5% |
| Admin fee / account holder | $1 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |