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 | $69,675 | $64,839+7.5% | $95,585-27.1% | $84,808-17.8% |
| Participation rate | 70.1% | 63.8%+6.3pp | 72.1%-1.9pp | 68.3%+1.8pp |
| Annual return | 15.40% | -670.96%+686.4pp | 38.56%-23.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,385 | $1,759+35.6% | $2,527-5.6% | $2,631-9.4% |
| Participant deferral / active EE | $3,023 | $2,965+2.0% | $4,023-24.8% | $4,212-28.2% |
| Admin fee / account holder | $229 | $5,964-96.2% | $6,127-96.3% | $7,344-96.9% |