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 | $101,763 | $127,065-19.9% | $113,168-10.1% | $142,382-28.5% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 15.19% | 24.03%-8.8pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,215 | $5,716-61.2% | $5,107-56.6% | $6,507-66.0% |
| Admin fee / account holder | $168 | $15,736-98.9% | $12,068-98.6% | $12,624-98.7% |