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 | $38,788 | $104,664-62.9% | $85,682-54.7% | $167,490-76.8% |
| Participation rate | 71.4% | 76.4%-4.9pp | 69.9%+1.6pp | 82.1%-10.7pp |
| Annual return | 20.73% | 21.45%-0.7pp | 21.49%-0.8pp | 478.56%-457.8pp |
| Employer contribution / active EE | $1,797 | $3,337-46.1% | $2,618-31.4% | $4,837-62.8% |
| Participant deferral / active EE | $1,811 | $4,824-62.5% | $3,923-53.8% | $6,341-71.4% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |