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 | $25,679 | $165,335-84.5% | $149,696-82.8% | $158,922-83.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 58.79% | 348.15%-289.4pp | 276.60%-217.8pp | 302.83%-244.0pp |
| Employer contribution / active EE | $1,871 | $5,103-63.3% | $4,644-59.7% | $4,761-60.7% |
| Participant deferral / active EE | $11,742 | $7,181+63.5% | $6,842+71.6% | $5,982+96.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |