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 | $91,393 | $78,422+16.5% | $95,952-4.8% | $79,858+14.4% |
| Participation rate | 87.0% | 73.5%+13.6pp | 77.1%+10.0pp | 69.6%+17.4pp |
| Annual return | 17.89% | 19.37%-1.5pp | 91.61%-73.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,800 | $1,945-7.5% | $2,541-29.2% | $2,471-27.2% |
| Participant deferral / active EE | $2,871 | $3,440-16.5% | $4,167-31.1% | $3,740-23.2% |
| Admin fee / account holder | $106 | $5,622-98.1% | $6,795-98.4% | $5,306-98.0% |