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 | $52,584 | $110,261-52.3% | $95,745-45.1% | $139,434-62.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 19.38% | 27.11%-7.7pp | 28.35%-9.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,170 | $3,257-33.4% | $2,835-23.5% | $4,751-54.3% |
| Participant deferral / active EE | $3,116 | $4,676-33.4% | $4,245-26.6% | $6,710-53.6% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |