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 | $29,580 | $116,175-74.5% | $93,606-68.4% | $152,861-80.6% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 17.71% | 35.96%-18.3pp | 32.76%-15.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,481 | $3,218-22.9% | $2,718-8.7% | $4,762-47.9% |
| Participant deferral / active EE | $2,481 | $4,603-46.1% | $4,069-39.0% | $5,850-57.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |