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 | $66,063 | $62,672+5.4% | $185,117-64.3% | $70,131-5.8% |
| Participation rate | 90.9% | 63.8%+27.1pp | 77.3%+13.6pp | 69.5%+21.4pp |
| Annual return | 14.24% | 40.79%-26.5pp | 40.50%-26.3pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,349 | $1,753-23.1% | $4,182-67.7% | $2,342-42.4% |
| Participant deferral / active EE | $2,657 | $3,272-18.8% | $5,045-47.3% | $3,332-20.2% |
| Admin fee / account holder | $147 | $3,932-96.3% | $8,159-98.2% | $4,645-96.8% |