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 | $75,413 | $67,411+11.9% | $91,001-17.1% | $70,131+7.5% |
| Participation rate | 92.7% | 71.4%+21.3pp | 75.6%+17.1pp | 69.5%+23.1pp |
| Annual return | 20.21% | -40.16%+60.4pp | 4.60%+15.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $3,766 | $1,786+110.9% | $2,456+53.4% | $2,342+60.8% |
| Participant deferral / active EE | $5,565 | $2,823+97.2% | $3,547+56.9% | $3,332+67.0% |
| Admin fee / account holder | $8 | $4,236-99.8% | $5,417-99.9% | $4,645-99.8% |