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 | $110,316 | $106,515+3.6% | $96,683+14.1% | $139,434-20.9% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 13.58% | 38.43%-24.8pp | 35.69%-22.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $3,586 | $4,103-12.6% | $3,737-4.0% | $4,751-24.5% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $256 | $7,877-96.8% | $6,730-96.2% | $11,403-97.8% |