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 | $29,400 | $113,339-74.1% | $94,993-69.1% | $147,584-80.1% |
| Participation rate | 81.8% | 78.0%+3.8pp | 73.9%+7.9pp | 82.8%-1.0pp |
| Annual return | 16.39% | 20.77%-4.4pp | 27.12%-10.7pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,083 | $3,160-65.7% | $2,603-58.4% | $4,876-77.8% |
| Participant deferral / active EE | $2,769 | $3,777-26.7% | $3,317-16.5% | $5,439-49.1% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |