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 | $36,710 | $211,958-82.7% | $169,463-78.3% | $135,375-72.9% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -8.05% | 3.26%-11.3pp | 1.83%-9.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,322 | $5,120-35.1% | $4,159-20.1% | $4,779-30.5% |
| Participant deferral / active EE | $7,283 | $6,075+19.9% | $5,277+38.0% | $5,609+29.9% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |