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 10-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 | $29,407 | $99,652-70.5% | $78,778-62.7% | $147,584-80.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 20.50% | 47.28%-26.8pp | 35.62%-15.1pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,024 | $2,796-27.6% | $1,986+1.9% | $4,876-58.5% |
| Participant deferral / active EE | $4,191 | $3,664+14.4% | $2,958+41.7% | $5,439-22.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |