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 | $126,144 | $106,543+18.4% | $91,220+38.3% | $134,475-6.2% |
| Participation rate | 73.3% | 76.8%-3.5pp | 73.2%+0.1pp | 81.2%-7.9pp |
| Annual return | -19.95% | 160.60%-180.5pp | 114.01%-134.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $7,899 | $3,331+137.2% | $2,850+177.1% | $4,740+66.6% |
| Participant deferral / active EE | $6,300 | $4,719+33.5% | $4,234+48.8% | $6,400-1.6% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |