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 | $54,627 | $69,518-21.4% | $59,878-8.8% | $135,375-59.6% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.7%+19.7pp | 82.6%+11.8pp |
| Annual return | 10.65% | 7.94%+2.7pp | 3.46%+7.2pp | 519.73%-509.1pp |
| Employer contribution / active EE | $690 | $3,235-78.7% | $2,722-74.6% | $4,779-85.6% |
| Participant deferral / active EE | $2,770 | $4,206-34.1% | $3,402-18.6% | $5,609-50.6% |
| Admin fee / account holder | $235 | $5,734-95.9% | $3,590-93.5% | $10,827-97.8% |