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 | $61,882 | $89,355-30.7% | $141,162-56.2% | $72,985-15.2% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 20.06% | 111.85%-91.8pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,098 | $3,114-32.6% | $4,735-55.7% | $2,440-14.0% |
| Participant deferral / active EE | $3,717 | $5,418-31.4% | $6,709-44.6% | $3,607+3.0% |
| Admin fee / account holder | $292 | $5,958-95.1% | $10,261-97.2% | $5,124-94.3% |