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 | $27,330 | $80,717-66.1% | $154,803-82.3% | $84,808-67.8% |
| Participation rate | 82.8% | 66.8%+15.9pp | 78.1%+4.7pp | 68.3%+14.4pp |
| Annual return | 21.58% | 37.96%-16.4pp | 58.88%-37.3pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,658 | $2,761+32.5% | $4,305-15.0% | $2,631+39.0% |
| Participant deferral / active EE | $2,805 | $3,303-15.1% | $5,540-49.4% | $4,212-33.4% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |