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 6-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 | $56,956 | $100,773-43.5% | $88,946-36.0% | $142,382-60.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 18.08% | 70.18%-52.1pp | 57.82%-39.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,301 | $2,918-21.1% | $2,555-9.9% | $4,299-46.5% |
| Participant deferral / active EE | $3,902 | $5,230-25.4% | $4,581-14.8% | $6,507-40.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |