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 | $31,593 | $127,386-75.2% | $115,037-72.5% | $125,391-74.8% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | 0.46% | 31.28%-30.8pp | 26.14%-25.7pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,122 | $5,166-78.3% | $4,608-75.7% | $4,866-76.9% |
| Participant deferral / active EE | $3,844 | $6,423-40.1% | $6,026-36.2% | $5,352-28.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |