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 | $31,390 | $106,515-70.5% | $96,683-67.5% | $139,434-77.5% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 19.25% | 38.43%-19.2pp | 35.69%-16.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,785 | $4,103-56.5% | $3,737-52.2% | $4,751-62.4% |
| Participant deferral / active EE | $3,875 | $5,454-28.9% | $4,878-20.6% | $6,710-42.2% |
| Admin fee / account holder | $205 | $7,877-97.4% | $6,730-97.0% | $11,403-98.2% |