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 | $97,186 | $62,672+55.1% | $185,117-47.5% | $70,131+38.6% |
| Participation rate | 84.8% | 63.8%+21.0pp | 77.3%+7.5pp | 69.5%+15.2pp |
| Annual return | 20.54% | 40.79%-20.3pp | 40.50%-20.0pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,879 | $1,753+7.2% | $4,182-55.1% | $2,342-19.8% |
| Participant deferral / active EE | $6,737 | $3,272+105.9% | $5,045+33.5% | $3,332+102.2% |
| Admin fee / account holder | $218 | $3,932-94.4% | $8,159-97.3% | $4,645-95.3% |