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 | $54,426 | $45,035+20.9% | $62,995-13.6% | $70,131-22.4% |
| Participation rate | 76.0% | 69.5%+6.5pp | 74.8%+1.2pp | 69.5%+6.5pp |
| Annual return | 12.76% | 18.76%-6.0pp | 87.57%-74.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,343 | $2,051+14.2% | $2,759-15.1% | $2,3420% |
| Participant deferral / active EE | $4,420 | $2,465+79.4% | $3,329+32.8% | $3,332+32.7% |
| Admin fee / account holder | $176 | $2,834-93.8% | $3,600-95.1% | $4,645-96.2% |