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 | $93,257 | $90,503+3.0% | $78,689+18.5% | $273,961-66.0% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 9.90% | 75.60%-65.7pp | 62.18%-52.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,981 | $3,176-37.6% | $2,851-30.5% | $4,869-59.3% |
| Participant deferral / active EE | $8,142 | $3,901+108.7% | $3,517+131.5% | $5,287+54.0% |
| Admin fee / account holder | $129 | $5,263-97.5% | $4,510-97.1% | $10,132-98.7% |