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 | $82,245 | $80,717+1.9% | $154,803-46.9% | $84,808-3.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 24.30% | 37.96%-13.7pp | 58.88%-34.6pp | 40.90%-16.6pp |
| Employer contribution / active EE | $1,808 | $2,761-34.5% | $4,305-58.0% | $2,631-31.3% |
| Participant deferral / active EE | $4,412 | $3,303+33.6% | $5,540-20.4% | $4,212+4.8% |
| Admin fee / account holder | $32 | $6,746-99.5% | $14,329-99.8% | $7,344-99.6% |