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 | $66,793 | $93,346-28.4% | $71,796-7.0% | $273,961-75.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 6.37% | 130.39%-124.0pp | 78.04%-71.7pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,573 | $2,733-42.5% | $1,924-18.3% | $4,869-67.7% |
| Participant deferral / active EE | $3,792 | $3,475+9.1% | $2,794+35.7% | $5,287-28.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |