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 | $9,755 | $32,037-69.6% | $69,182-85.9% | $62,891-84.5% |
| Participation rate | 88.9% | 43.4%+45.5pp | 55.1%+33.8pp | 69.3%+19.6pp |
| Annual return | 6.86% | 15.16%-8.3pp | -21.93%+28.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $370 | $679-45.5% | $1,206-69.3% | $2,281-83.8% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |