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 | $53,232 | $46,553+14.3% | $64,056-16.9% | $75,163-29.2% |
| Participation rate | 96.3% | 65.9%+30.4pp | 72.3%+24.0pp | 67.2%+29.1pp |
| Annual return | 15.03% | 26.03%-11.0pp | 33.69%-18.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $790 | $1,974-60.0% | $2,747-71.3% | $2,670-70.4% |
| Participant deferral / active EE | $790 | $2,837-72.2% | $3,880-79.7% | $4,125-80.9% |
| Admin fee / account holder | $34 | $2,952-98.8% | $3,068-98.9% | $5,651-99.4% |