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 | $103,180 | $65,365+57.9% | $92,893+11.1% | $72,985+41.4% |
| Participation rate | 96.6% | 68.3%+28.2pp | 76.0%+20.5pp | 69.5%+27.1pp |
| Annual return | 20.43% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,332 | $2,594+28.5% | $3,653-8.8% | $2,440+36.6% |
| Participant deferral / active EE | $4,720 | $3,128+50.9% | $4,236+11.4% | $3,607+30.9% |
| Admin fee / account holder | $43 | $4,251-99.0% | $5,794-99.3% | $5,124-99.2% |