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 | $102,394 | $103,376-0.9% | $87,100+17.6% | $152,861-33.0% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 14.56% | 28.10%-13.5pp | 28.19%-13.6pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,127 | $3,220-65.0% | $2,521-55.3% | $4,762-76.3% |
| Participant deferral / active EE | $1,543 | $4,778-67.7% | $4,049-61.9% | $5,850-73.6% |
| Admin fee / account holder | $271 | $12,205-97.8% | $7,497-96.4% | $11,596-97.7% |