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 | $23,838 | $48,076-50.4% | $78,689-69.7% | $62,891-62.1% |
| Participation rate | 91.4% | 65.2%+26.2pp | 73.6%+17.9pp | 69.3%+22.1pp |
| Annual return | 9.95% | 31.35%-21.4pp | 62.18%-52.2pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,010 | $2,015-0.2% | $2,851-29.5% | $2,281-11.9% |
| Participant deferral / active EE | $4,442 | $2,588+71.7% | $3,517+26.3% | $3,203+38.7% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |