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 | $113,034 | $117,983-4.2% | $101,794+11.0% | $142,382-20.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 16.44% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,035 | $2,773-26.6% | $2,289-11.1% | $4,299-52.7% |
| Participant deferral / active EE | $6,625 | $4,714+40.6% | $4,084+62.2% | $6,507+1.8% |
| Admin fee / account holder | $30 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |