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 7-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 | $166,047 | $167,484-0.9% | $151,611+9.5% | $134,475+23.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.03% | 7.80%-21.8pp | 3.33%-17.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $30,769 | $6,829+350.6% | $6,166+399.0% | $4,740+549.2% |
| Participant deferral / active EE | $13,667 | $8,986+52.1% | $8,363+63.4% | $6,400+113.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |