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 | $84,988 | $95,803-11.3% | $113,168-24.9% | $84,808+0.2% |
| Participation rate | 84.0% | 72.9%+11.1pp | 76.6%+7.4pp | 68.3%+15.7pp |
| Annual return | 18.15% | 25.00%-6.9pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,899 | $2,360-19.5% | $2,975-36.2% | $2,631-27.8% |
| Participant deferral / active EE | $4,625 | $4,242+9.0% | $5,107-9.4% | $4,212+9.8% |
| Admin fee / account holder | $26 | $8,989-99.7% | $12,068-99.8% | $7,344-99.6% |