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 | $102,253 | $72,492+41.1% | $87,100+17.4% | $72,985+40.1% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.4pp |
| Annual return | 20.61% | 24.46%-3.8pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $4,441 | $1,894+134.5% | $2,521+76.2% | $2,440+82.0% |
| Participant deferral / active EE | $3,144 | $3,270-3.8% | $4,049-22.3% | $3,607-12.9% |
| Admin fee / account holder | $199 | $5,055-96.1% | $7,497-97.3% | $5,124-96.1% |