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 | $68,801 | $90,503-24.0% | $78,689-12.6% | $273,961-74.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.92% | 75.60%-65.7pp | 62.18%-52.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,465 | $3,176-53.9% | $2,851-48.6% | $4,869-69.9% |
| Participant deferral / active EE | $5,093 | $3,901+30.6% | $3,517+44.8% | $5,287-3.7% |
| Admin fee / account holder | $28 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |