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 | $161,505 | $99,640+62.1% | $86,436+86.9% | $134,475+20.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -9.24% | 6782.58%-6791.8pp | 4394.89%-4404.1pp | 417.96%-427.2pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,687 | $7,246+88.9% | $6,952+96.9% | $6,400+113.9% |
| Admin fee / account holder | $3 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |