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 | $26,053 | $175,202-85.1% | $149,673-82.6% | $139,434-81.3% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 25.12% | 166.71%-141.6pp | 134.42%-109.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,357 | $6,519-33.2% | $5,680-23.3% | $6,710-35.1% |
| Admin fee / account holder | $51 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |