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 | $31,287 | $101,069-69.0% | $81,478-61.6% | $147,584-78.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 31.06% | 32.40%-1.3pp | 38.78%-7.7pp | 578.55%-547.5pp |
| Employer contribution / active EE | $1,332 | $3,205-58.4% | $2,568-48.1% | $4,876-72.7% |
| Participant deferral / active EE | $4,051 | $4,242-4.5% | $3,537+14.6% | $5,439-25.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |