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 | $31,387 | $98,750-68.2% | $149,696-79.0% | $79,858-60.7% |
| Participation rate | 73.5% | 75.8%-2.2pp | 82.5%-8.9pp | 69.6%+3.9pp |
| Annual return | 20.78% | 27.43%-6.6pp | 276.60%-255.8pp | 31.71%-10.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,256 | $5,680-7.5% | $6,842-23.2% | $3,740+40.5% |
| Admin fee / account holder | $187 | $6,053-96.9% | $9,309-98.0% | $5,306-96.5% |