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 | $44,473 | $127,386-65.1% | $115,037-61.3% | $125,391-64.5% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.55% | 31.28%-30.7pp | 26.14%-25.6pp | 282.22%-281.7pp |
| Employer contribution / active EE | $2,385 | $5,166-53.8% | $4,608-48.2% | $4,866-51.0% |
| Participant deferral / active EE | $4,633 | $6,423-27.9% | $6,026-23.1% | $5,352-13.4% |
| Admin fee / account holder | $94 | $9,516-99.0% | $8,175-98.9% | $9,540-99.0% |