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 4-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 | $65,170 | $72,400-10.0% | $67,502-3.5% | $145,922-55.3% |
| Participation rate | 73.3% | 76.9%-3.5pp | 72.9%+0.5pp | 80.3%-6.9pp |
| Annual return | 15.39% | 7182.46%-7167.1pp | 3512.12%-3496.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,256 | $3,069-59.1% | $2,731-54.0% | $4,660-73.0% |
| Participant deferral / active EE | $4,097 | $4,783-14.3% | $4,000+2.4% | $6,688-38.7% |
| Admin fee / account holder | $289 | $5,539-94.8% | $3,998-92.8% | $13,397-97.8% |