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 | $69,561 | $100,901-31.1% | $75,670-8.1% | $147,584-52.9% |
| Participation rate | 91.3% | 77.1%+14.2pp | 72.3%+19.0pp | 82.8%+8.5pp |
| Annual return | 13.29% | 35.78%-22.5pp | 27.34%-14.1pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,341 | $3,253+2.7% | $2,352+42.1% | $4,876-31.5% |
| Participant deferral / active EE | $2,027 | $4,027-49.7% | $3,142-35.5% | $5,439-62.7% |
| Admin fee / account holder | $165 | $11,285-98.5% | $5,800-97.1% | $10,885-98.5% |