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 | $29,964 | $88,583-66.2% | $88,497-66.1% | $273,961-89.1% |
| Participation rate | 75.0% | 83.5%-8.5pp | 82.4%-7.4pp | 83.0%-8.0pp |
| Annual return | 7.66% | 5.68%+2.0pp | 7.63%0pp | 41.45%-33.8pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,196 | $4,891-14.2% | $4,899-14.4% | $5,287-20.6% |
| Admin fee / account holder | $6 | $8,980-99.9% | $6,220-99.9% | $10,132-99.9% |