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 | $74,954 | $93,346-19.7% | $71,796+4.4% | $273,961-72.6% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 7.29% | 130.39%-123.1pp | 78.04%-70.8pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,044 | $2,733-61.8% | $1,924-45.8% | $4,869-78.6% |
| Participant deferral / active EE | $2,735 | $3,475-21.3% | $2,794-2.1% | $5,287-48.3% |
| Admin fee / account holder | $200 | $6,571-97.0% | $4,815-95.8% | $10,132-98.0% |