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 | $36,874 | $49,177-25.0% | $79,464-53.6% | $64,186-42.6% |
| Participation rate | 90.3% | 65.0%+25.3pp | 73.3%+17.0pp | 69.6%+20.8pp |
| Annual return | 10.21% | -1.16%+11.4pp | 718.14%-707.9pp | 7.63%+2.6pp |
| Employer contribution / active EE | $3,647 | $2,076+75.7% | $2,800+30.2% | $2,381+53.2% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |