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 | $95,511 | $65,365+46.1% | $92,893+2.8% | $72,985+30.9% |
| Participation rate | 70.0% | 68.3%+1.7pp | 76.0%-6.0pp | 69.5%+0.5pp |
| Annual return | 20.57% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,218 | $2,594-53.0% | $3,653-66.6% | $2,440-50.1% |
| Participant deferral / active EE | $2,085 | $3,128-33.4% | $4,236-50.8% | $3,607-42.2% |
| Admin fee / account holder | $104 | $4,251-97.6% | $5,794-98.2% | $5,124-98.0% |