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 8-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 | $32,894 | $117,841-72.1% | $102,423-67.9% | $145,922-77.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.79% | 31.65%-18.9pp | 29.32%-16.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,711 | $3,615-52.7% | $3,023-43.4% | $4,660-63.3% |
| Participant deferral / active EE | $3,577 | $5,731-37.6% | $5,053-29.2% | $6,688-46.5% |
| Admin fee / account holder | $150 | $13,326-98.9% | $9,451-98.4% | $13,397-98.9% |