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 | $95,503 | $80,968+18.0% | $96,544-1.1% | $75,163+27.1% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 14.92% | 27.06%-12.1pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $876 | $2,282-61.6% | $2,965-70.4% | $2,670-67.2% |
| Participant deferral / active EE | $5,126 | $3,928+30.5% | $4,851+5.7% | $4,125+24.3% |
| Admin fee / account holder | $225 | $6,724-96.7% | $8,252-97.3% | $5,651-96.0% |