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 | $93,245 | $64,348+44.9% | $90,160+3.4% | $70,131+33.0% |
| Participation rate | 85.4% | 70.4%+15.0pp | 76.9%+8.5pp | 69.5%+15.9pp |
| Annual return | 22.66% | 28.13%-5.5pp | 34.88%-12.2pp | 73.14%-50.5pp |
| Employer contribution / active EE | $1,559 | $2,046-23.8% | $3,318-53.0% | $2,342-33.4% |
| Participant deferral / active EE | $2,443 | $4,389-44.3% | $5,288-53.8% | $3,332-26.7% |
| Admin fee / account holder | $9 | $3,944-99.8% | $5,943-99.8% | $4,645-99.8% |