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 | $56,724 | $48,230+17.6% | $67,502-16.0% | $80,856-29.8% |
| Participation rate | 71.9% | 66.4%+5.5pp | 72.9%-1.0pp | 67.6%+4.2pp |
| Annual return | 20.64% | 18.28%+2.4pp | 3512.12%-3491.5pp | 35.59%-15.0pp |
| Employer contribution / active EE | $819 | $2,020-59.5% | $2,731-70.0% | $2,755-70.3% |
| Participant deferral / active EE | $2,142 | $2,924-26.7% | $4,000-46.4% | $4,296-50.1% |
| Admin fee / account holder | $244 | $3,681-93.4% | $3,998-93.9% | $6,918-96.5% |