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 | $51,300 | $73,933-30.6% | $96,683-46.9% | $75,163-31.7% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 17.99% | 26.70%-8.7pp | 35.69%-17.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,451 | $2,928-50.4% | $3,737-61.2% | $2,670-45.7% |
| Participant deferral / active EE | $1,655 | $3,659-54.8% | $4,878-66.1% | $4,125-59.9% |
| Admin fee / account holder | $208 | $5,216-96.0% | $6,730-96.9% | $5,651-96.3% |