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 | $62,880 | $100,041-37.1% | $149,718-58.0% | $70,131-10.3% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.1%+5.2pp | 69.5%+22.8pp |
| Annual return | 23.82% | 27.43%-3.6pp | 1501.63%-1477.8pp | 73.14%-49.3pp |
| Employer contribution / active EE | $3,049 | $3,662-16.7% | $5,445-44.0% | $2,342+30.2% |
| Participant deferral / active EE | $6,122 | $4,983+22.9% | $6,569-6.8% | $3,332+83.8% |
| Admin fee / account holder | $136 | $8,286-98.4% | $11,283-98.8% | $4,645-97.1% |