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 | $97,821 | $65,041+50.4% | $90,951+7.6% | $79,858+22.5% |
| Participation rate | 78.1% | 61.6%+16.5pp | 69.0%+9.1pp | 69.6%+8.5pp |
| Annual return | 12.05% | 30.45%-18.4pp | 134.60%-122.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,461 | $1,247+17.1% | $2,122-31.2% | $2,471-40.9% |
| Participant deferral / active EE | $4,079 | $2,512+62.4% | $3,373+20.9% | $3,740+9.1% |
| Admin fee / account holder | $4 | $4,536-99.9% | $5,959-99.9% | $5,306-99.9% |