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 | $56,700 | $86,699-34.6% | $73,307-22.7% | $125,391-54.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.34% | 2.78%-2.4pp | 5.67%-5.3pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,906 | $4,152-54.1% | $3,237-41.1% | $4,866-60.8% |
| Participant deferral / active EE | $5,093 | $5,550-8.2% | $4,991+2.0% | $5,352-4.8% |
| Admin fee / account holder | $48 | $7,771-99.4% | $5,637-99.1% | $9,540-99.5% |