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 7-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 | $30,651 | $124,281-75.3% | $109,143-71.9% | $167,490-81.7% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 16.19% | 26.04%-9.8pp | 25.75%-9.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,683 | $4,207-60.0% | $3,722-54.8% | $4,837-65.2% |
| Participant deferral / active EE | $6,272 | $5,255+19.3% | $4,653+34.8% | $6,341-1.1% |
| Admin fee / account holder | $18 | $7,970-99.8% | $6,752-99.7% | $12,309-99.9% |