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 | $111,465 | $69,977+59.3% | $108,579+2.7% | $62,891+77.2% |
| Participation rate | 92.0% | 72.9%+19.1pp | 79.6%+12.4pp | 69.3%+22.7pp |
| Annual return | 5.28% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,477 | $2,135+16.0% | $3,758-34.1% | $2,281+8.6% |
| Participant deferral / active EE | $3,046 | $3,165-3.8% | $4,311-29.3% | $3,203-4.9% |
| Admin fee / account holder | $212 | $5,076-95.8% | $7,645-97.2% | $4,296-95.1% |