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 | $83,062 | $53,127+56.3% | $86,590-4.1% | $70,131+18.4% |
| Participation rate | 75.0% | 65.3%+9.7pp | 73.5%+1.5pp | 69.5%+5.5pp |
| Annual return | 17.03% | 27.66%-10.6pp | 964.84%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $515 | $2,068-75.1% | $2,839-81.9% | $2,342-78.0% |
| Participant deferral / active EE | $4,483 | $2,696+66.3% | $3,609+24.2% | $3,332+34.6% |
| Admin fee / account holder | $105 | $3,585-97.1% | $4,906-97.9% | $4,645-97.7% |