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 | $17,052 | $101,069-83.1% | $81,478-79.1% | $147,584-88.4% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 25.09% | 32.40%-7.3pp | 38.78%-13.7pp | 578.55%-553.5pp |
| Employer contribution / active EE | $1,456 | $3,205-54.6% | $2,568-43.3% | $4,876-70.1% |
| Participant deferral / active EE | $3,928 | $4,242-7.4% | $3,537+11.1% | $5,439-27.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |