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 | $152,889 | $95,193+60.6% | $76,523+99.8% | $135,375+12.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -8.16% | 4.85%-13.0pp | -0.27%-7.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $895 | $3,302-72.9% | $2,647-66.2% | $4,779-81.3% |
| Participant deferral / active EE | $10,050 | $4,639+116.6% | $3,835+162.0% | $5,609+79.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |