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 9-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 | $20,234 | $127,264-84.1% | $109,895-81.6% | $167,490-87.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 13.90% | 22.97%-9.1pp | 29.45%-15.6pp | 478.56%-464.7pp |
| Employer contribution / active EE | $318 | $3,322-90.4% | $2,842-88.8% | $4,837-93.4% |
| Participant deferral / active EE | $3,469 | $4,514-23.2% | $4,048-14.3% | $6,341-45.3% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |