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 | $56,991 | $100,773-43.4% | $88,946-35.9% | $142,382-60.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 22.26% | 70.18%-47.9pp | 57.82%-35.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,822 | $2,918-37.6% | $2,555-28.7% | $4,299-57.6% |
| Participant deferral / active EE | $7,249 | $5,230+38.6% | $4,581+58.2% | $6,507+11.4% |
| Admin fee / account holder | $112 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |