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 | $93,552 | $80,717+15.9% | $154,803-39.6% | $84,808+10.3% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 18.87% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,661 | $2,761-39.8% | $4,305-61.4% | $2,631-36.9% |
| Participant deferral / active EE | $3,243 | $3,303-1.8% | $5,540-41.5% | $4,212-23.0% |
| Admin fee / account holder | $270 | $6,746-96.0% | $14,329-98.1% | $7,344-96.3% |