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 | $56,879 | $72,177-21.2% | $115,037-50.6% | $59,632-4.6% |
| Participation rate | 96.0% | 72.6%+23.4pp | 81.4%+14.6pp | 68.7%+27.3pp |
| Annual return | 2.08% | 12.02%-9.9pp | 26.14%-24.1pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $11,970 | $2,841+321.3% | $4,608+159.8% | $2,203+443.4% |
| Participant deferral / active EE | $9,429 | $4,783+97.1% | $6,026+56.5% | $3,192+195.4% |
| Admin fee / account holder | $138 | $4,927-97.2% | $8,175-98.3% | $4,297-96.8% |