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 | $58,889 | $71,050-17.1% | $93,606-37.1% | $80,856-27.2% |
| Participation rate | 70.4% | 60.4%+10.0pp | 68.7%+1.6pp | 67.6%+2.7pp |
| Annual return | 13.66% | 11.26%+2.4pp | 133.20%-119.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,975 | $4,034-51.0% | $4,411-55.2% | $4,296-54.0% |
| Admin fee / account holder | $22 | $6,945-99.7% | $8,285-99.7% | $6,918-99.7% |