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 | $41,613 | $121,625-65.8% | $104,607-60.2% | $158,922-73.8% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.7pp | 82.0%-10.5pp |
| Annual return | 15.05% | 465.26%-450.2pp | 340.46%-325.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,939 | $3,163-38.7% | $2,681-27.7% | $4,761-59.3% |
| Participant deferral / active EE | $6,663 | $4,177+59.5% | $3,740+78.2% | $5,982+11.4% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |