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 | $39,920 | $109,817-63.6% | $98,442-59.4% | $167,490-76.2% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 23.64% | 1956.69%-1933.0pp | 1492.73%-1469.1pp | 478.56%-454.9pp |
| Employer contribution / active EE | $286 | $3,224-91.1% | $2,960-90.3% | $4,837-94.1% |
| Participant deferral / active EE | $1,343 | $4,673-71.3% | $4,276-68.6% | $6,341-78.8% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |