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 | $41,498 | $127,386-67.4% | $115,037-63.9% | $125,391-66.9% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,244 | $5,166-75.9% | $4,608-73.0% | $4,866-74.4% |
| Participant deferral / active EE | $6,939 | $6,423+8.0% | $6,026+15.1% | $5,352+29.7% |
| Admin fee / account holder | $253 | $9,516-97.3% | $8,175-96.9% | $9,540-97.4% |