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 | $103,009 | $64,839+58.9% | $95,585+7.8% | $84,808+21.5% |
| Participation rate | 90.0% | 63.8%+26.2pp | 72.1%+17.9pp | 68.3%+21.7pp |
| Annual return | 16.82% | -670.96%+687.8pp | 38.56%-21.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $7,059 | $1,759+301.4% | $2,527+179.4% | $2,631+168.3% |
| Participant deferral / active EE | $6,720 | $2,965+126.7% | $4,023+67.1% | $4,212+59.6% |
| Admin fee / account holder | $235 | $5,964-96.1% | $6,127-96.2% | $7,344-96.8% |