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 | $181,324 | $100,754+80.0% | $86,677+109.2% | $134,475+34.8% |
| Participation rate | 72.2% | 78.9%-6.7pp | 76.6%-4.4pp | 81.2%-9.0pp |
| Annual return | -16.64% | 29.04%-45.7pp | 35.91%-52.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,701 | $3,489-22.6% | $2,836-4.8% | $4,740-43.0% |
| Participant deferral / active EE | $8,535 | $5,338+59.9% | $4,656+83.3% | $6,400+33.4% |
| Admin fee / account holder | $1 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |