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 | $60,972 | $135,952-55.2% | $123,892-50.8% | $273,961-77.7% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 8.03% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,395 | $5,170-53.7% | $4,617-48.1% | $4,869-50.8% |
| Participant deferral / active EE | $5,547 | $6,343-12.5% | $5,984-7.3% | $5,287+4.9% |
| Admin fee / account holder | $93 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |