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 | $111,369 | $89,753+24.1% | $107,525+3.6% | $84,808+31.3% |
| Participation rate | 71.9% | 68.1%+3.8pp | 75.1%-3.2pp | 68.3%+3.6pp |
| Annual return | 19.18% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $5,356 | $3,113+72.0% | $3,754+42.7% | $2,631+103.6% |
| Participant deferral / active EE | $6,955 | $4,056+71.5% | $5,116+36.0% | $4,212+65.1% |
| Admin fee / account holder | $262 | $7,222-96.4% | $8,919-97.1% | $7,344-96.4% |