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 | $64,353 | $54,762+17.5% | $90,281-28.7% | $72,985-11.8% |
| Participation rate | 70.3% | 65.1%+5.1pp | 73.3%-3.0pp | 69.5%+0.8pp |
| Annual return | 27.67% | 30.63%-3.0pp | 78.10%-50.4pp | 81.00%-53.3pp |
| Employer contribution / active EE | $1,568 | $2,092-25.0% | $2,854-45.1% | $2,440-35.7% |
| Participant deferral / active EE | $2,902 | $2,887+0.5% | $3,885-25.3% | $3,607-19.5% |
| Admin fee / account holder | $12 | $3,972-99.7% | $5,351-99.8% | $5,124-99.8% |