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 8-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 | $148,884 | $167,484-11.1% | $151,611-1.8% | $134,475+10.7% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -18.34% | 7.80%-26.1pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,000 | $6,829-26.8% | $6,166-18.9% | $4,740+5.5% |
| Participant deferral / active EE | $14,790 | $8,986+64.6% | $8,363+76.8% | $6,400+131.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |