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 | $170,944 | $167,307+2.2% | $143,757+18.9% | $134,475+27.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.88% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $5,900 | $5,619+5.0% | $4,951+19.2% | $4,740+24.5% |
| Participant deferral / active EE | $11,180 | $6,446+73.4% | $5,637+98.3% | $6,400+74.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |