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 | $92,801 | $84,527+9.8% | $67,711+37.1% | $125,391-26.0% |
| Participation rate | 93.8% | 74.8%+19.0pp | 67.5%+26.2pp | 83.2%+10.6pp |
| Annual return | 4.47% | 2.57%+1.9pp | 25.41%-20.9pp | 282.22%-277.8pp |
| Employer contribution / active EE | $969 | $3,292-70.5% | $2,559-62.1% | $4,866-80.1% |
| Participant deferral / active EE | $1,586 | $4,429-64.2% | $3,585-55.7% | $5,352-70.4% |
| Admin fee / account holder | $8 | $5,340-99.8% | $4,255-99.8% | $9,540-99.9% |