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 | $65,790 | $58,523+12.4% | $99,443-33.8% | $72,985-9.9% |
| Participation rate | 71.6% | 64.6%+7.0pp | 73.8%-2.2pp | 69.5%+2.1pp |
| Annual return | 22.73% | 28.51%-5.8pp | 30.72%-8.0pp | 81.00%-58.3pp |
| Employer contribution / active EE | $998 | $1,512-34.0% | $2,540-60.7% | $2,440-59.1% |
| Participant deferral / active EE | $3,499 | $2,606+34.3% | $3,619-3.3% | $3,607-3.0% |
| Admin fee / account holder | $215 | $4,102-94.7% | $6,250-96.6% | $5,124-95.8% |