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 | $88,025 | $78,926+11.5% | $136,749-35.6% | $84,808+3.8% |
| Participation rate | 92.0% | 62.2%+29.8pp | 72.1%+19.9pp | 68.3%+23.7pp |
| Annual return | 14.25% | 18.17%-3.9pp | 24.33%-10.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,718 | $2,134+121.1% | $3,400+38.8% | $2,631+79.3% |
| Participant deferral / active EE | $4,117 | $3,168+29.9% | $4,692-12.3% | $4,212-2.3% |
| Admin fee / account holder | $300 | $6,369-95.3% | $11,386-97.4% | $7,344-95.9% |