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 | $162,198 | $180,449-10.1% | $154,107+5.2% | $135,375+19.8% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -7.18% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,523 | $6,035-58.2% | $5,298-52.4% | $4,779-47.2% |
| Participant deferral / active EE | $4,629 | $5,806-20.3% | $5,081-8.9% | $5,609-17.5% |
| Admin fee / account holder | $294 | $16,143-98.2% | $13,411-97.8% | $10,827-97.3% |