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 | $0 | $39,122-100.0% | $57,179-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 70.5%-70.5pp | 75.3%-75.3pp | 69.3%-69.3pp |
| Annual return | 4.97% | 9.23%-4.3pp | 14.59%-9.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $931 | $1,874-50.3% | $2,682-65.3% | $2,281-59.2% |
| Participant deferral / active EE | $1,831 | $2,374-22.9% | $3,096-40.9% | $3,203-42.8% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |