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 | $73,265 | $93,071-21.3% | $74,583-1.8% | $273,961-73.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.66% | 26.18%-17.5pp | 20.47%-11.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,654 | $3,160-47.7% | $2,525-34.5% | $4,869-66.0% |
| Participant deferral / active EE | $5,985 | $4,160+43.9% | $3,458+73.1% | $5,287+13.2% |
| Admin fee / account holder | $36 | $5,272-99.3% | $4,138-99.1% | $10,132-99.6% |