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 | $119,225 | $127,386-6.4% | $115,037+3.6% | $125,391-4.9% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -2.78% | 31.28%-34.1pp | 26.14%-28.9pp | 282.22%-285.0pp |
| Employer contribution / active EE | $4,403 | $5,166-14.8% | $4,608-4.5% | $4,866-9.5% |
| Participant deferral / active EE | $4,075 | $6,423-36.6% | $6,026-32.4% | $5,352-23.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |