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 | $172,849 | $142,344+21.4% | $119,609+44.5% | $134,475+28.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.74% | -12.44%-5.3pp | -14.97%-2.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,036 | $5,222-22.7% | $4,232-4.6% | $4,740-14.9% |
| Participant deferral / active EE | $7,766 | $6,469+20.0% | $5,602+38.6% | $6,400+21.4% |
| Admin fee / account holder | $285 | $13,584-97.9% | $10,323-97.2% | $11,426-97.5% |