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 | $125,705 | $92,222+36.3% | $76,768+63.7% | $135,375-7.1% |
| Participation rate | 93.8% | 79.8%+14.0pp | 77.0%+16.8pp | 82.6%+11.1pp |
| Annual return | -7.73% | 5.46%-13.2pp | 2.43%-10.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,088 | $3,216-4.0% | $2,485+24.3% | $4,779-35.4% |
| Participant deferral / active EE | $8,335 | $4,509+84.9% | $3,852+116.4% | $5,609+48.6% |
| Admin fee / account holder | $48 | $10,748-99.6% | $6,675-99.3% | $10,827-99.6% |