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 | $176,288 | $160,055+10.1% | $140,016+25.9% | $135,375+30.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -4.05% | 911.38%-915.4pp | 651.12%-655.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,133 | $6,420-66.8% | $5,606-62.0% | $4,779-55.4% |
| Participant deferral / active EE | $4,340 | $7,642-43.2% | $6,927-37.3% | $5,609-22.6% |
| Admin fee / account holder | $3 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |