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 7-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 | $33,569 | $140,940-76.2% | $112,229-70.1% | $139,434-75.9% |
| Participation rate | 71.4% | 79.2%-7.8pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 19.92% | 32.71%-12.8pp | 30.20%-10.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,048 | $4,283-75.5% | $3,430-69.4% | $4,751-77.9% |
| Participant deferral / active EE | $3,447 | $5,874-41.3% | $4,798-28.2% | $6,710-48.6% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |