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 6-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 | $27,404 | $110,257-75.1% | $96,544-71.6% | $139,434-80.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 30.45% | 26.32%+4.1pp | 25.84%+4.6pp | 372.94%-342.5pp |
| Employer contribution / active EE | $1,823 | $3,620-49.6% | $2,965-38.5% | $4,751-61.6% |
| Participant deferral / active EE | $4,154 | $5,548-25.1% | $4,851-14.4% | $6,710-38.1% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |