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 | $121,148 | $95,803+26.5% | $113,168+7.1% | $84,808+42.9% |
| Participation rate | 86.1% | 72.9%+13.2pp | 76.6%+9.5pp | 68.3%+17.8pp |
| Annual return | 18.53% | 25.00%-6.5pp | 24.27%-5.7pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,595 | $2,360+9.9% | $2,975-12.8% | $2,631-1.4% |
| Participant deferral / active EE | $7,803 | $4,242+84.0% | $5,107+52.8% | $4,212+85.3% |
| Admin fee / account holder | $249 | $8,989-97.2% | $12,068-97.9% | $7,344-96.6% |