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 | $60,640 | $80,717-24.9% | $154,803-60.8% | $84,808-28.5% |
| Participation rate | 85.2% | 66.8%+18.4pp | 78.1%+7.1pp | 68.3%+16.9pp |
| Annual return | 25.74% | 37.96%-12.2pp | 58.88%-33.1pp | 40.90%-15.2pp |
| Employer contribution / active EE | $569 | $2,761-79.4% | $4,305-86.8% | $2,631-78.4% |
| Participant deferral / active EE | $4,596 | $3,303+39.1% | $5,540-17.0% | $4,212+9.1% |
| Admin fee / account holder | $276 | $6,746-95.9% | $14,329-98.1% | $7,344-96.2% |