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 | $91,927 | $93,071-1.2% | $74,583+23.3% | $273,961-66.4% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 7.67% | 26.18%-18.5pp | 20.47%-12.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $6,119 | $3,160+93.7% | $2,525+142.3% | $4,869+25.7% |
| Participant deferral / active EE | $6,290 | $4,160+51.2% | $3,458+81.9% | $5,287+19.0% |
| Admin fee / account holder | $25 | $5,272-99.5% | $4,138-99.4% | $10,132-99.8% |