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 4-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 | $37,867 | $100,773-62.4% | $88,946-57.4% | $142,382-73.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 22.12% | 70.18%-48.1pp | 57.82%-35.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,427 | $2,918-51.1% | $2,555-44.1% | $4,299-66.8% |
| Participant deferral / active EE | $1,885 | $5,230-64.0% | $4,581-58.9% | $6,507-71.0% |
| Admin fee / account holder | $86 | $9,693-99.1% | $8,261-99.0% | $12,624-99.3% |