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 | $190,781 | $99,032+92.6% | $80,019+138.4% | $135,375+40.9% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -8.35% | 15.39%-23.7pp | 11.22%-19.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,575 | $3,043-15.4% | $2,468+4.3% | $4,779-46.1% |
| Participant deferral / active EE | $4,629 | $4,282+8.1% | $3,686+25.6% | $5,609-17.5% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |