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 | $68,619 | $53,127+29.2% | $86,590-20.8% | $70,131-2.2% |
| Participation rate | 73.3% | 65.3%+8.0pp | 73.5%-0.2pp | 69.5%+3.8pp |
| Annual return | 13.71% | 27.66%-13.9pp | 964.84%-951.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,531 | $2,068+70.7% | $2,839+24.4% | $2,342+50.7% |
| Participant deferral / active EE | $5,438 | $2,696+101.7% | $3,609+50.7% | $3,332+63.2% |
| Admin fee / account holder | $3 | $3,585-99.9% | $4,906-99.9% | $4,645-99.9% |