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 | $76,675 | $83,477-8.1% | $125,175-38.7% | $72,985+5.1% |
| Participation rate | 89.5% | 73.3%+16.2pp | 79.8%+9.7pp | 69.5%+20.0pp |
| Annual return | 24.85% | 25.78%-0.9pp | 43.79%-18.9pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,968 | $2,345-16.1% | $3,865-49.1% | $2,440-19.3% |
| Participant deferral / active EE | $3,209 | $3,585-10.5% | $4,937-35.0% | $3,607-11.0% |
| Admin fee / account holder | $87 | $5,517-98.4% | $9,702-99.1% | $5,124-98.3% |