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 | $38,860 | $85,766-54.7% | $136,294-71.5% | $70,131-44.6% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 24.00% | 31.45%-7.5pp | 5155.94%-5131.9pp | 73.14%-49.1pp |
| Employer contribution / active EE | $1,040 | $2,966-64.9% | $4,695-77.9% | $2,342-55.6% |
| Participant deferral / active EE | $2,176 | $5,051-56.9% | $6,247-65.2% | $3,332-34.7% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |