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 | $97,227 | $85,766+13.4% | $136,294-28.7% | $70,131+38.6% |
| Participation rate | 78.4% | 74.2%+4.2pp | 81.9%-3.5pp | 69.5%+8.8pp |
| Annual return | 15.03% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,559 | $2,966-47.5% | $4,695-66.8% | $2,342-33.5% |
| Participant deferral / active EE | $5,875 | $5,051+16.3% | $6,247-6.0% | $3,332+76.3% |
| Admin fee / account holder | $91 | $5,420-98.3% | $9,243-99.0% | $4,645-98.0% |