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 10-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 | $9,935 | $85,022-88.3% | $70,515-85.9% | $139,434-92.9% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 19.04% | 30.38%-11.3pp | 32.77%-13.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,445 | $3,909-63.0% | $2,973-51.4% | $4,751-69.6% |
| Participant deferral / active EE | $3,458 | $5,890-41.3% | $4,567-24.3% | $6,710-48.5% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |