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 8-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 | $24,578 | $100,773-75.6% | $88,946-72.4% | $142,382-82.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 16.46% | 70.18%-53.7pp | 57.82%-41.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $993 | $2,918-66.0% | $2,555-61.1% | $4,299-76.9% |
| Participant deferral / active EE | $2,422 | $5,230-53.7% | $4,581-47.1% | $6,507-62.8% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |