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 | $105,918 | $109,881-3.6% | $150,045-29.4% | $84,808+24.9% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 19.52% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,225 | $3,561-37.5% | $4,693-52.6% | $2,631-15.4% |
| Participant deferral / active EE | $7,387 | $6,636+11.3% | $7,997-7.6% | $4,212+75.4% |
| Admin fee / account holder | $2 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |