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 | $159,204 | $149,333+6.6% | $106,387+49.6% | $135,375+17.6% |
| Participation rate | 90.0% | 81.5%+8.5pp | 77.5%+12.5pp | 82.6%+7.4pp |
| Annual return | -6.44% | 0.52%-7.0pp | 0.25%-6.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,870 | $4,984-42.4% | $3,520-18.5% | $4,779-39.9% |
| Participant deferral / active EE | $9,307 | $7,230+28.7% | $5,421+71.7% | $5,609+65.9% |
| Admin fee / account holder | $1 | $15,952-100.0% | $7,510-100.0% | $10,827-100.0% |