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 | $75,547 | $93,071-18.8% | $74,583+1.3% | $273,961-72.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 1.94% | 26.18%-24.2pp | 20.47%-18.5pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,137 | $3,160-64.0% | $2,525-55.0% | $4,869-76.7% |
| Participant deferral / active EE | $8,497 | $4,160+104.3% | $3,458+145.7% | $5,287+60.7% |
| Admin fee / account holder | $82 | $5,272-98.5% | $4,138-98.0% | $10,132-99.2% |