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 7-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 | $29,399 | $107,452-72.6% | $91,541-67.9% | $142,382-79.4% |
| Participation rate | 92.9% | 75.1%+17.8pp | 69.8%+23.1pp | 80.1%+12.7pp |
| Annual return | 16.59% | 22.06%-5.5pp | 20.50%-3.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,553 | $2,994-48.1% | $2,505-38.0% | $4,299-63.9% |
| Participant deferral / active EE | $3,217 | $4,754-32.3% | $4,008-19.7% | $6,507-50.6% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |