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 9-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 | $41,374 | $127,386-67.5% | $115,037-64.0% | $125,391-67.0% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 1.00% | 31.28%-30.3pp | 26.14%-25.1pp | 282.22%-281.2pp |
| Employer contribution / active EE | $1,432 | $5,166-72.3% | $4,608-68.9% | $4,866-70.6% |
| Participant deferral / active EE | $2,046 | $6,423-68.1% | $6,026-66.0% | $5,352-61.8% |
| Admin fee / account holder | $111 | $9,516-98.8% | $8,175-98.6% | $9,540-98.8% |