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 | $89,558 | $48,076+86.3% | $78,689+13.8% | $62,891+42.4% |
| Participation rate | 73.6% | 65.2%+8.4pp | 73.6%0pp | 69.3%+4.3pp |
| Annual return | 26.41% | 31.35%-4.9pp | 62.18%-35.8pp | 20.14%+6.3pp |
| Employer contribution / active EE | $2,312 | $2,015+14.8% | $2,851-18.9% | $2,281+1.4% |
| Participant deferral / active EE | $7,210 | $2,588+178.6% | $3,517+105.0% | $3,203+125.1% |
| Admin fee / account holder | $205 | $3,207-93.6% | $4,510-95.4% | $4,296-95.2% |