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 | $75,684 | $72,400+4.5% | $67,502+12.1% | $145,922-48.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 15.11% | 7182.46%-7167.4pp | 3512.12%-3497.0pp | 561.29%-546.2pp |
| Employer contribution / active EE | $857 | $3,069-72.1% | $2,731-68.6% | $4,660-81.6% |
| Participant deferral / active EE | $3,888 | $4,783-18.7% | $4,000-2.8% | $6,688-41.9% |
| Admin fee / account holder | $7 | $5,539-99.9% | $3,998-99.8% | $13,397-99.9% |