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 | $39,402 | $149,734-73.7% | $118,925-66.9% | $158,922-75.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 14.35% | 19.95%-5.6pp | 35.88%-21.5pp | 302.83%-288.5pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,845 | $5,223-64.7% | $4,265-56.7% | $5,982-69.2% |
| Admin fee / account holder | $158 | $8,603-98.2% | $6,581-97.6% | $11,246-98.6% |