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 | $101,219 | $88,707+14.1% | $74,183+36.4% | $273,961-63.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 4.99% | 11.94%-7.0pp | 17.74%-12.7pp | 41.45%-36.5pp |
| Employer contribution / active EE | $3,056 | $3,159-3.3% | $2,370+28.9% | $4,869-37.2% |
| Participant deferral / active EE | $6,739 | $4,212+60.0% | $3,550+89.8% | $5,287+27.5% |
| Admin fee / account holder | $76 | $8,717-99.1% | $5,586-98.6% | $10,132-99.3% |