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 | $89,095 | $60,892+46.3% | $82,389+8.1% | $84,808+5.1% |
| Participation rate | 73.1% | 63.3%+9.8pp | 69.5%+3.5pp | 68.3%+4.8pp |
| Annual return | 19.17% | 37.29%-18.1pp | 28.67%-9.5pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,073 | $1,779+16.5% | $2,517-17.6% | $2,631-21.2% |
| Participant deferral / active EE | $3,218 | $3,179+1.3% | $4,155-22.5% | $4,212-23.6% |
| Admin fee / account holder | $202 | $5,467-96.3% | $7,231-97.2% | $7,344-97.2% |