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 | $53,604 | $58,512-8.4% | $84,015-36.2% | $72,985-26.6% |
| Participation rate | 96.3% | 61.2%+35.1pp | 69.0%+27.3pp | 69.5%+26.8pp |
| Annual return | 24.94% | 28.93%-4.0pp | 71.31%-46.4pp | 81.00%-56.1pp |
| Employer contribution / active EE | $7,066 | $1,163+507.6% | $1,983+256.3% | $2,440+189.6% |
| Participant deferral / active EE | $5,721 | $2,394+139.0% | $3,239+76.6% | $3,607+58.6% |
| Admin fee / account holder | $27 | $4,569-99.4% | $6,101-99.6% | $5,124-99.5% |