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 | $70,238 | $96,956-27.6% | $70,014+0.3% | $273,961-74.4% |
| Participation rate | 88.9% | 77.1%+11.8pp | 71.8%+17.1pp | 83.0%+5.9pp |
| Annual return | 10.99% | 12.93%-1.9pp | 12.99%-2.0pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,519 | $3,316-54.2% | $2,338-35.1% | $4,869-68.8% |
| Participant deferral / active EE | $1,651 | $3,744-55.9% | $2,931-43.7% | $5,287-68.8% |
| Admin fee / account holder | $246 | $7,934-96.9% | $4,380-94.4% | $10,132-97.6% |