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 | $119,489 | $71,050+68.2% | $93,606+27.7% | $80,856+47.8% |
| Participation rate | 96.7% | 60.4%+36.3pp | 68.7%+27.9pp | 67.6%+29.0pp |
| Annual return | 11.80% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,782 | $1,564+77.9% | $2,420+14.9% | $2,755+1.0% |
| Participant deferral / active EE | $7,746 | $4,034+92.0% | $4,411+75.6% | $4,296+80.3% |
| Admin fee / account holder | $19 | $6,945-99.7% | $8,285-99.8% | $6,918-99.7% |