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 | $108,152 | $99,341+8.9% | $84,750+27.6% | $273,961-60.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.87% | 22.93%-13.1pp | 22.78%-12.9pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,684 | $4,214-12.6% | $3,574+3.1% | $4,869-24.3% |
| Participant deferral / active EE | $9,933 | $4,269+132.7% | $3,712+167.6% | $5,287+87.9% |
| Admin fee / account holder | $88 | $6,644-98.7% | $5,332-98.4% | $10,132-99.1% |