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 | $37,801 | $117,841-67.9% | $102,423-63.1% | $145,922-74.1% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 15.42% | 31.65%-16.2pp | 29.32%-13.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,356 | $5,731-41.4% | $5,053-33.6% | $6,688-49.8% |
| Admin fee / account holder | $101 | $13,326-99.2% | $9,451-98.9% | $13,397-99.2% |