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 | $57,007 | $54,705+4.2% | $71,209-19.9% | $84,808-32.8% |
| Participation rate | 97.0% | 64.1%+32.9pp | 73.8%+23.2pp | 68.3%+28.7pp |
| Annual return | 20.13% | 35.90%-15.8pp | 282.51%-262.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,934 | $2,158+36.0% | $2,721+7.8% | $2,631+11.5% |
| Participant deferral / active EE | $2,907 | $3,030-4.1% | $4,175-30.4% | $4,212-31.0% |
| Admin fee / account holder | $99 | $4,863-98.0% | $5,349-98.1% | $7,344-98.6% |