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 | $61,270 | $83,477-26.6% | $125,175-51.1% | $72,985-16.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.65% | 25.78%-3.1pp | 43.79%-21.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,395 | $2,345-40.5% | $3,865-63.9% | $2,440-42.8% |
| Participant deferral / active EE | $3,976 | $3,585+10.9% | $4,937-19.5% | $3,607+10.2% |
| Admin fee / account holder | $101 | $5,517-98.2% | $9,702-99.0% | $5,124-98.0% |