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 | $71,307 | $113,339-37.1% | $94,993-24.9% | $147,584-51.7% |
| Participation rate | 95.5% | 78.0%+17.5pp | 73.9%+21.6pp | 82.8%+12.6pp |
| Annual return | 16.64% | 20.77%-4.1pp | 27.12%-10.5pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,871 | $3,160-40.8% | $2,603-28.1% | $4,876-61.6% |
| Participant deferral / active EE | $4,104 | $3,777+8.6% | $3,317+23.7% | $5,439-24.5% |
| Admin fee / account holder | $175 | $6,063-97.1% | $4,960-96.5% | $10,885-98.4% |