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 | $125,942 | $57,354+119.6% | $83,848+50.2% | $64,186+96.2% |
| Participation rate | 81.5% | 68.6%+12.9pp | 76.1%+5.3pp | 69.6%+11.9pp |
| Annual return | -8.32% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,065 | $2,545-18.9% | $3,631-43.1% | $2,381-13.3% |
| Participant deferral / active EE | $5,393 | $2,993+80.2% | $4,082+32.1% | $3,470+55.5% |
| Admin fee / account holder | $11 | $4,046-99.7% | $5,478-99.8% | $4,888-99.8% |