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 | $79,899 | $45,073+77.3% | $69,455+15.0% | $72,985+9.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.28% | 22.65%-2.4pp | 28.97%-8.7pp | 81.00%-60.7pp |
| Employer contribution / active EE | $3,446 | $2,054+67.8% | $2,779+24.0% | $2,440+41.2% |
| Participant deferral / active EE | $4,681 | $2,602+79.9% | $3,535+32.4% | $3,607+29.8% |
| Admin fee / account holder | $107 | $3,056-96.5% | $3,839-97.2% | $5,124-97.9% |