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 | $48,653 | $48,076+1.2% | $78,689-38.2% | $62,891-22.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.30% | 31.35%-26.1pp | 62.18%-56.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $3,569 | $2,015+77.1% | $2,851+25.2% | $2,281+56.5% |
| Participant deferral / active EE | $2,026 | $2,588-21.7% | $3,517-42.4% | $3,203-36.8% |
| Admin fee / account holder | $276 | $3,207-91.4% | $4,510-93.9% | $4,296-93.6% |