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 9-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 | $158,529 | $142,344+11.4% | $119,609+32.5% | $134,475+17.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.07% | -12.44%+1.4pp | -14.97%+3.9pp | 417.96%-429.0pp |
| Employer contribution / active EE | $6,541 | $5,222+25.3% | $4,232+54.6% | $4,740+38.0% |
| Participant deferral / active EE | $14,681 | $6,469+126.9% | $5,602+162.1% | $6,400+129.4% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |