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 | $119,867 | $133,958-10.5% | $112,228+6.8% | $134,475-10.9% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -13.87% | 47.11%-61.0pp | 27.45%-41.3pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,720 | $4,038-32.6% | $3,635-25.2% | $4,740-42.6% |
| Participant deferral / active EE | $9,300 | $5,291+75.8% | $4,728+96.7% | $6,400+45.3% |
| Admin fee / account holder | $2 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |