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 | $163,324 | $167,484-2.5% | $151,611+7.7% | $134,475+21.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -18.85% | 7.80%-26.6pp | 3.33%-22.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $20,005 | $8,986+122.6% | $8,363+139.2% | $6,400+212.6% |
| Admin fee / account holder | $170 | $13,783-98.8% | $11,616-98.5% | $11,426-98.5% |