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 | $19,852 | $105,931-81.3% | $81,930-75.8% | $158,922-87.5% |
| Participation rate | 73.3% | 75.6%-2.3pp | 72.0%+1.3pp | 82.0%-8.6pp |
| Annual return | 17.23% | 38.17%-20.9pp | 29.49%-12.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,160 | $7,800-85.1% | $4,310-73.1% | $4,761-75.6% |
| Participant deferral / active EE | $1,756 | $13,003-86.5% | $7,107-75.3% | $5,982-70.6% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |