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 | $51,767 | $47,848+8.2% | $81,478-36.5% | $70,131-26.2% |
| Participation rate | 76.3% | 58.3%+18.0pp | 68.0%+8.4pp | 69.5%+6.8pp |
| Annual return | 22.58% | 27.25%-4.7pp | 38.78%-16.2pp | 73.14%-50.6pp |
| Employer contribution / active EE | $1,032 | $1,527-32.4% | $2,568-59.8% | $2,342-55.9% |
| Participant deferral / active EE | $2,281 | $2,453-7.0% | $3,537-35.5% | $3,332-31.5% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |