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 | $17,416 | $32,037-45.6% | $69,182-74.8% | $62,891-72.3% |
| Participation rate | 96.6% | 43.4%+53.1pp | 55.1%+41.4pp | 69.3%+27.2pp |
| Annual return | 8.42% | 15.16%-6.7pp | -21.93%+30.4pp | 20.14%-11.7pp |
| Employer contribution / active EE | $738 | $679+8.6% | $1,206-38.8% | $2,281-67.7% |
| Participant deferral / active EE | $2,218 | $1,185+87.1% | $1,897+16.9% | $3,203-30.8% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |