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 | $31,158 | $93,346-66.6% | $71,796-56.6% | $273,961-88.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 10.49% | 130.39%-119.9pp | 78.04%-67.5pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,136 | $2,733-21.8% | $1,924+11.0% | $4,869-56.1% |
| Participant deferral / active EE | $1,368 | $3,475-60.6% | $2,794-51.0% | $5,287-74.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |