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 | $110,092 | $86,929+26.6% | $102,423+7.5% | $80,856+36.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.56% | 18.88%-4.3pp | 29.32%-14.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,870 | $2,369-21.1% | $3,023-38.2% | $2,755-32.1% |
| Participant deferral / active EE | $2,732 | $4,118-33.7% | $5,053-45.9% | $4,296-36.4% |
| Admin fee / account holder | $154 | $8,049-98.1% | $9,451-98.4% | $6,918-97.8% |