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 | $26,155 | $118,427-77.9% | $66,042-60.4% | $142,382-81.6% |
| Participation rate | 83.3% | 68.1%+15.2pp | 67.5%+15.8pp | 80.1%+3.2pp |
| Annual return | 16.83% | 35.57%-18.7pp | 52.11%-35.3pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,512 | $2,570-2.2% | $1,579+59.1% | $4,299-41.6% |
| Participant deferral / active EE | $7,087 | $4,311+64.4% | $2,835+149.9% | $6,507+8.9% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |