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 | $108,423 | $94,625+14.6% | $116,228-6.7% | $84,808+27.8% |
| Participation rate | 80.6% | 70.4%+10.1pp | 74.6%+6.0pp | 68.3%+12.2pp |
| Annual return | 21.61% | 20.40%+1.2pp | 90.06%-68.5pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,892 | $2,347+65.9% | $2,994+30.0% | $2,631+47.9% |
| Participant deferral / active EE | $7,471 | $3,972+88.1% | $4,953+50.8% | $4,212+77.4% |
| Admin fee / account holder | $105 | $10,091-99.0% | $11,989-99.1% | $7,344-98.6% |