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 | $44,862 | $140,588-68.1% | $123,104-63.6% | $125,391-64.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -0.25% | 16.80%-17.0pp | 13.22%-13.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,830 | $6,980-59.5% | $6,230-54.6% | $5,352-47.1% |
| Admin fee / account holder | $65 | $11,198-99.4% | $9,015-99.3% | $9,540-99.3% |