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 | $39,908 | $115,882-65.6% | $100,516-60.3% | $158,922-74.9% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 16.40% | 34.79%-18.4pp | 30.89%-14.5pp | 302.83%-286.4pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,924 | $6,674-41.2% | $6,270-37.4% | $5,982-34.4% |
| Admin fee / account holder | $196 | $10,995-98.2% | $8,081-97.6% | $11,246-98.3% |