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 | $87,965 | $115,882-24.1% | $100,516-12.5% | $158,922-44.6% |
| Participation rate | 84.2% | 81.6%+2.6pp | 79.4%+4.8pp | 82.0%+2.3pp |
| Annual return | 14.19% | 34.79%-20.6pp | 30.89%-16.7pp | 302.83%-288.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,319 | $6,674-50.3% | $6,270-47.1% | $5,982-44.5% |
| Admin fee / account holder | $162 | $10,995-98.5% | $8,081-98.0% | $11,246-98.6% |