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 | $110,485 | $113,339-2.5% | $94,993+16.3% | $147,584-25.1% |
| Participation rate | 81.8% | 78.0%+3.8pp | 73.9%+7.9pp | 82.8%-1.0pp |
| Annual return | 22.16% | 20.77%+1.4pp | 27.12%-5.0pp | 578.55%-556.4pp |
| Employer contribution / active EE | $3,298 | $3,160+4.3% | $2,603+26.7% | $4,876-32.4% |
| Participant deferral / active EE | $6,093 | $3,777+61.3% | $3,317+83.7% | $5,439+12.0% |
| Admin fee / account holder | -$36 | $6,063-100.6% | $4,960-100.7% | $10,885-100.3% |