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 9-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 | $157,645 | $167,484-5.9% | $151,611+4.0% | $134,475+17.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.79% | 7.80%-22.6pp | 3.33%-18.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $7,346 | $6,829+7.6% | $6,166+19.1% | $4,740+55.0% |
| Participant deferral / active EE | $18,908 | $8,986+110.4% | $8,363+126.1% | $6,400+195.4% |
| Admin fee / account holder | $151 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |