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 9-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 | $27,362 | $165,335-83.5% | $149,696-81.7% | $158,922-82.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.29% | 348.15%-331.9pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,734 | $5,103-66.0% | $4,644-62.7% | $4,761-63.6% |
| Participant deferral / active EE | $7,714 | $7,181+7.4% | $6,842+12.7% | $5,982+28.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |