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 | $63,387 | $58,828+7.7% | $77,999-18.7% | $62,891+0.8% |
| Participation rate | 91.7% | 71.1%+20.6pp | 75.5%+16.1pp | 69.3%+22.4pp |
| Annual return | 8.13% | 17.16%-9.0pp | 425.96%-417.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,402 | $1,672+43.7% | $2,470-2.8% | $2,281+5.3% |
| Participant deferral / active EE | $4,006 | $2,686+49.2% | $3,497+14.6% | $3,203+25.1% |
| Admin fee / account holder | $229 | $4,393-94.8% | $5,480-95.8% | $4,296-94.7% |