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 | $114,678 | $106,515+7.7% | $96,683+18.6% | $139,434-17.8% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 15.65% | 38.43%-22.8pp | 35.69%-20.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,864 | $4,103-30.2% | $3,737-23.4% | $4,751-39.7% |
| Participant deferral / active EE | $6,337 | $5,454+16.2% | $4,878+29.9% | $6,710-5.6% |
| Admin fee / account holder | $52 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |