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 3-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 | $22,301 | $117,841-81.1% | $102,423-78.2% | $145,922-84.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 17.46% | 31.65%-14.2pp | 29.32%-11.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,352 | $3,615-62.6% | $3,023-55.3% | $4,660-71.0% |
| Participant deferral / active EE | $3,287 | $5,731-42.6% | $5,053-34.9% | $6,688-50.8% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |