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 6-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 | $26,906 | $127,264-78.9% | $109,895-75.5% | $167,490-83.9% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.2%-2.8pp | 82.1%-10.7pp |
| Annual return | 17.98% | 22.97%-5.0pp | 29.45%-11.5pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,054 | $3,322-38.2% | $2,842-27.7% | $4,837-57.5% |
| Participant deferral / active EE | $9,840 | $4,514+118.0% | $4,048+143.1% | $6,341+55.2% |
| Admin fee / account holder | $248 | $7,114-96.5% | $6,066-95.9% | $12,309-98.0% |