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 8-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 | $158,214 | $147,167+7.5% | $111,392+42.0% | $135,375+16.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.94% | -4.44%-0.5pp | -2.06%-2.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $4,605 | $5,204-11.5% | $4,328+6.4% | $4,779-3.6% |
| Participant deferral / active EE | $9,450 | $6,565+43.9% | $5,567+69.7% | $5,609+68.5% |
| Admin fee / account holder | $236 | $20,270-98.8% | $12,266-98.1% | $10,827-97.8% |