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 | $89,605 | $91,552-2.1% | $133,956-33.1% | $79,858+12.2% |
| Participation rate | 85.2% | 73.3%+11.8pp | 79.8%+5.3pp | 69.6%+15.6pp |
| Annual return | 17.01% | 61.85%-44.8pp | 45.09%-28.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,147 | $2,384-9.9% | $3,919-45.2% | $2,471-13.1% |
| Participant deferral / active EE | $3,679 | $3,733-1.5% | $5,048-27.1% | $3,740-1.6% |
| Admin fee / account holder | $202 | $6,321-96.8% | $8,927-97.7% | $5,306-96.2% |