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 | $17,095 | $109,327-84.4% | $89,391-80.9% | $158,922-89.2% |
| Participation rate | 72.2% | 74.3%-2.0pp | 68.0%+4.2pp | 82.0%-9.7pp |
| Annual return | 36.67% | 345.68%-309.0pp | 245.62%-208.9pp | 302.83%-266.2pp |
| Employer contribution / active EE | $1,900 | $3,170-40.1% | $2,586-26.5% | $4,761-60.1% |
| Participant deferral / active EE | $4,614 | $4,598+0.3% | $3,890+18.6% | $5,982-22.9% |
| Admin fee / account holder | $2 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |