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 | $90,947 | $47,944+89.7% | $67,834+34.1% | $62,891+44.6% |
| Participation rate | 74.4% | 61.1%+13.4pp | 68.8%+5.6pp | 69.3%+5.1pp |
| Annual return | 7.86% | 11.77%-3.9pp | 138.47%-130.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,415 | $1,562+54.6% | $2,403+0.5% | $2,281+5.9% |
| Participant deferral / active EE | $5,441 | $2,247+142.2% | $3,160+72.2% | $3,203+69.9% |
| Admin fee / account holder | $41 | $3,712-98.9% | $4,622-99.1% | $4,296-99.1% |