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 | $151,265 | $95,862+57.8% | $79,550+90.2% | $134,475+12.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -14.37% | -2.69%-11.7pp | 0.16%-14.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,062 | $4,693-13.4% | $3,985+1.9% | $6,400-36.5% |
| Admin fee / account holder | $267 | $9,126-97.1% | $6,832-96.1% | $11,426-97.7% |