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 | $104,695 | $95,803+9.3% | $113,168-7.5% | $84,808+23.4% |
| Participation rate | 83.9% | 72.9%+11.0pp | 76.6%+7.3pp | 68.3%+15.6pp |
| Annual return | 18.08% | 25.00%-6.9pp | 24.27%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,425 | $2,360+45.1% | $2,975+15.1% | $2,631+30.2% |
| Participant deferral / active EE | $6,061 | $4,242+42.9% | $5,107+18.7% | $4,212+43.9% |
| Admin fee / account holder | $140 | $8,989-98.4% | $12,068-98.8% | $7,344-98.1% |