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 | $41,338 | $35,183+17.5% | $73,545-43.8% | $70,131-41.1% |
| Participation rate | 83.8% | 42.9%+40.9pp | 54.9%+28.9pp | 69.5%+14.2pp |
| Annual return | 16.40% | 26.90%-10.5pp | -15.16%+31.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $521 | $709-26.5% | $1,219-57.3% | $2,342-77.8% |
| Participant deferral / active EE | $2,877 | $1,220+135.8% | $1,806+59.3% | $3,332-13.6% |
| Admin fee / account holder | $145 | $2,302-93.7% | $2,320-93.7% | $4,645-96.9% |