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 9-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 | $129,575 | $167,484-22.6% | $151,611-14.5% | $134,475-3.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.72% | 7.80%-25.5pp | 3.33%-21.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,845 | $6,829-58.3% | $6,166-53.9% | $4,740-40.0% |
| Participant deferral / active EE | $16,067 | $8,986+78.8% | $8,363+92.1% | $6,400+151.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |