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 | $169,207 | $82,664+104.7% | $125,339+35.0% | $68,494+147.0% |
| Participation rate | 97.1% | 75.0%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,418 | $3,381+60.2% | $4,814+12.6% | $2,596+108.7% |
| Participant deferral / active EE | $14,630 | $6,110+139.4% | $7,446+96.5% | $4,027+263.3% |
| Admin fee / account holder | $4 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |