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 | $64,863 | $88,707-26.9% | $74,183-12.6% | $273,961-76.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.15% | 11.94%-7.8pp | 17.74%-13.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,590 | $3,159-49.7% | $2,370-32.9% | $4,869-67.3% |
| Participant deferral / active EE | $6,405 | $4,212+52.1% | $3,550+80.5% | $5,287+21.2% |
| Admin fee / account holder | $240 | $8,717-97.2% | $5,586-95.7% | $10,132-97.6% |