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 | $113,996 | $135,952-16.2% | $123,892-8.0% | $273,961-58.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 6.71% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,331 | $5,170-35.6% | $4,617-27.8% | $4,869-31.6% |
| Participant deferral / active EE | $6,765 | $6,343+6.7% | $5,984+13.0% | $5,287+28.0% |
| Admin fee / account holder | $108 | $9,817-98.9% | $8,357-98.7% | $10,132-98.9% |