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 | $116,729 | $109,881+6.2% | $150,045-22.2% | $84,808+37.6% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 15.43% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $7,860 | $3,561+120.7% | $4,693+67.5% | $2,631+198.7% |
| Participant deferral / active EE | $7,008 | $6,636+5.6% | $7,997-12.4% | $4,212+66.4% |
| Admin fee / account holder | $91 | $8,568-98.9% | $13,435-99.3% | $7,344-98.8% |