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 | $103,484 | $94,338+9.7% | $100,534+2.9% | $142,382-27.3% |
| Participation rate | 83.3% | 81.7%+1.6pp | 80.6%+2.7pp | 80.1%+3.2pp |
| Annual return | 13.57% | 29.20%-15.6pp | 32.66%-19.1pp | 217.08%-203.5pp |
| Employer contribution / active EE | $7,168 | $4,237+69.2% | $4,346+64.9% | $4,299+66.7% |
| Participant deferral / active EE | $3,415 | $5,934-42.4% | $6,144-44.4% | $6,507-47.5% |
| Admin fee / account holder | $54 | $8,421-99.4% | $7,654-99.3% | $12,624-99.6% |