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 | $82,259 | $54,762+50.2% | $90,281-8.9% | $72,985+12.7% |
| Participation rate | 74.2% | 65.1%+9.0pp | 73.3%+0.9pp | 69.5%+4.7pp |
| Annual return | 21.83% | 30.63%-8.8pp | 78.10%-56.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,626 | $2,092+25.5% | $2,854-8.0% | $2,440+7.6% |
| Participant deferral / active EE | $5,314 | $2,887+84.1% | $3,885+36.8% | $3,607+47.3% |
| Admin fee / account holder | $18 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |