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 | $91,943 | $117,381-21.7% | $99,443-7.5% | $152,861-39.9% |
| Participation rate | 91.7% | 77.5%+14.1pp | 73.8%+17.8pp | 82.4%+9.2pp |
| Annual return | 19.79% | 31.87%-12.1pp | 30.72%-10.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,572 | $3,013-47.8% | $2,540-38.1% | $4,762-67.0% |
| Participant deferral / active EE | $3,679 | $4,086-10.0% | $3,619+1.7% | $5,850-37.1% |
| Admin fee / account holder | $60 | $7,631-99.2% | $6,250-99.0% | $11,596-99.5% |