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 | $154,380 | $100,754+53.2% | $86,677+78.1% | $134,475+14.8% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -15.15% | 29.04%-44.2pp | 35.91%-51.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,817 | $3,489-47.9% | $2,836-35.9% | $4,740-61.7% |
| Participant deferral / active EE | $4,057 | $5,338-24.0% | $4,656-12.9% | $6,400-36.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |