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 | $97,610 | $85,766+13.8% | $136,294-28.4% | $70,131+39.2% |
| Participation rate | 70.4% | 74.2%-3.8pp | 81.9%-11.6pp | 69.5%+0.8pp |
| Annual return | 16.11% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,639 | $2,966-44.7% | $4,695-65.1% | $2,342-30.0% |
| Participant deferral / active EE | $3,470 | $5,051-31.3% | $6,247-44.5% | $3,332+4.1% |
| Admin fee / account holder | $11 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |