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 | $76,040 | $90,503-16.0% | $78,689-3.4% | $273,961-72.2% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 5.27% | 75.60%-70.3pp | 62.18%-56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $4,018 | $3,176+26.5% | $2,851+41.0% | $4,869-17.5% |
| Participant deferral / active EE | $8,313 | $3,901+113.1% | $3,517+136.4% | $5,287+57.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |