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 | $30,437 | $127,386-76.1% | $115,037-73.5% | $125,391-75.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.68% | 31.28%-30.6pp | 26.14%-25.5pp | 282.22%-281.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,537 | $6,423-60.5% | $6,026-57.9% | $5,352-52.6% |
| Admin fee / account holder | $62 | $9,516-99.4% | $8,175-99.2% | $9,540-99.4% |