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 5-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 | $7,197 | $110,261-93.5% | $95,745-92.5% | $139,434-94.8% |
| Participation rate | 77.8% | 75.8%+2.0pp | 72.3%+5.5pp | 80.3%-2.5pp |
| Annual return | 29.01% | 27.11%+1.9pp | 28.35%+0.7pp | 372.94%-343.9pp |
| Employer contribution / active EE | $1,099 | $3,257-66.3% | $2,835-61.2% | $4,751-76.9% |
| Participant deferral / active EE | $1,679 | $4,676-64.1% | $4,245-60.5% | $6,710-75.0% |
| Admin fee / account holder | $2 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |