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 | $25,702 | $117,381-78.1% | $99,443-74.2% | $152,861-83.2% |
| Participation rate | 71.4% | 77.5%-6.1pp | 73.8%-2.4pp | 82.4%-11.0pp |
| Annual return | 26.57% | 31.87%-5.3pp | 30.72%-4.2pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,779 | $3,013-7.7% | $2,540+9.4% | $4,762-41.6% |
| Participant deferral / active EE | $6,434 | $4,086+57.5% | $3,619+77.8% | $5,850+10.0% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |