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 | $59,893 | $45,073+32.9% | $69,455-13.8% | $72,985-17.9% |
| Participation rate | 98.6% | 68.5%+30.1pp | 74.6%+24.0pp | 69.5%+29.1pp |
| Annual return | 15.63% | 22.65%-7.0pp | 28.97%-13.3pp | 81.00%-65.4pp |
| Employer contribution / active EE | $1,858 | $2,054-9.5% | $2,779-33.1% | $2,440-23.8% |
| Participant deferral / active EE | $2,325 | $2,602-10.6% | $3,535-34.2% | $3,607-35.5% |
| Admin fee / account holder | $231 | $3,056-92.4% | $3,839-94.0% | $5,124-95.5% |