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 | $15,629 | $115,882-86.5% | $100,516-84.5% | $158,922-90.2% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 44.13% | 34.79%+9.3pp | 30.89%+13.2pp | 302.83%-258.7pp |
| Employer contribution / active EE | $2,622 | $4,103-36.1% | $3,418-23.3% | $4,761-44.9% |
| Participant deferral / active EE | $4,619 | $6,674-30.8% | $6,270-26.3% | $5,982-22.8% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |