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 | $148,406 | $167,484-11.4% | $151,611-2.1% | $134,475+10.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.40% | 7.80%-10.2pp | 3.33%-5.7pp | 417.96%-420.4pp |
| Employer contribution / active EE | $5,922 | $6,829-13.3% | $6,166-4.0% | $4,740+24.9% |
| Participant deferral / active EE | $4,642 | $8,986-48.3% | $8,363-44.5% | $6,400-27.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |