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 | $157,628 | $142,344+10.7% | $119,609+31.8% | $134,475+17.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.03% | -12.44%-6.6pp | -14.97%-4.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $14,393 | $5,222+175.6% | $4,232+240.1% | $4,740+203.7% |
| Participant deferral / active EE | $12,535 | $6,469+93.8% | $5,602+123.8% | $6,400+95.9% |
| Admin fee / account holder | $216 | $13,584-98.4% | $10,323-97.9% | $11,426-98.1% |