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 | $56,072 | $62,672-10.5% | $185,117-69.7% | $70,131-20.0% |
| Participation rate | 97.5% | 63.8%+33.7pp | 77.3%+20.2pp | 69.5%+28.0pp |
| Annual return | 20.58% | 40.79%-20.2pp | 40.50%-19.9pp | 73.14%-52.6pp |
| Employer contribution / active EE | $2,048 | $1,753+16.8% | $4,182-51.0% | $2,342-12.6% |
| Participant deferral / active EE | $4,724 | $3,272+44.4% | $5,045-6.4% | $3,332+41.8% |
| Admin fee / account holder | $147 | $3,932-96.3% | $8,159-98.2% | $4,645-96.8% |