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 | $87,818 | $81,460+7.8% | $103,333-15.0% | $80,856+8.6% |
| Participation rate | 87.5% | 66.8%+20.7pp | 74.5%+13.0pp | 67.6%+19.9pp |
| Annual return | 13.16% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,630 | $3,105+16.9% | $3,868-6.1% | $2,755+31.8% |
| Participant deferral / active EE | $1,835 | $3,869-52.6% | $5,057-63.7% | $4,296-57.3% |
| Admin fee / account holder | $127 | $6,566-98.1% | $8,355-98.5% | $6,918-98.2% |