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 | $34,527 | $131,829-73.8% | $108,579-68.2% | $273,961-87.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 8.07% | -91.57%+99.6pp | -51.70%+59.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,723 | $5,127-66.4% | $4,311-60.0% | $5,287-67.4% |
| Admin fee / account holder | $69 | $10,252-99.3% | $7,645-99.1% | $10,132-99.3% |