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 | $63,571 | $67,606-6.0% | $82,313-22.8% | $70,131-9.4% |
| Participation rate | 70.3% | 72.8%-2.5pp | 76.9%-6.6pp | 69.5%+0.7pp |
| Annual return | 14.78% | 21.57%-6.8pp | 25.88%-11.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $7,368 | $1,755+319.9% | $2,428+203.4% | $2,342+214.5% |
| Participant deferral / active EE | $2,551 | $2,987-14.6% | $3,706-31.2% | $3,332-23.4% |
| Admin fee / account holder | $49 | $4,512-98.9% | $5,608-99.1% | $4,645-98.9% |