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 | $26,021 | $175,202-85.1% | $149,673-82.6% | $139,434-81.3% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 27.75% | 166.71%-139.0pp | 134.42%-106.7pp | 372.94%-345.2pp |
| Employer contribution / active EE | $1,714 | $5,474-68.7% | $4,818-64.4% | $4,751-63.9% |
| Participant deferral / active EE | $5,404 | $6,519-17.1% | $5,680-4.9% | $6,710-19.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |