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 3-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 | $26,517 | $111,754-76.3% | $103,333-74.3% | $145,922-81.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 21.75% | 24.77%-3.0pp | 24.88%-3.1pp | 561.29%-539.5pp |
| Employer contribution / active EE | $3,472 | $4,212-17.6% | $3,868-10.2% | $4,660-25.5% |
| Participant deferral / active EE | $3,472 | $5,619-38.2% | $5,057-31.4% | $6,688-48.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |