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 | $57,650 | $93,071-38.1% | $74,583-22.7% | $273,961-79.0% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 8.90% | 26.18%-17.3pp | 20.47%-11.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $10,462 | $3,160+231.1% | $2,525+314.3% | $4,869+114.9% |
| Participant deferral / active EE | $7,368 | $4,160+77.1% | $3,458+113.1% | $5,287+39.4% |
| Admin fee / account holder | $26 | $5,272-99.5% | $4,138-99.4% | $10,132-99.7% |