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 | $30,418 | $98,240-69.0% | $82,313-63.0% | $147,584-79.4% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 27.84% | 30.85%-3.0pp | 25.88%+2.0pp | 578.55%-550.7pp |
| Employer contribution / active EE | $1,237 | $3,192-61.3% | $2,428-49.1% | $4,876-74.6% |
| Participant deferral / active EE | $3,786 | $4,383-13.6% | $3,706+2.2% | $5,439-30.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |