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 | $80,650 | $81,460-1.0% | $103,333-22.0% | $80,856-0.3% |
| Participation rate | 71.4% | 66.8%+4.6pp | 74.5%-3.1pp | 67.6%+3.8pp |
| Annual return | 18.48% | 25.55%-7.1pp | 24.88%-6.4pp | 35.59%-17.1pp |
| Employer contribution / active EE | $2,819 | $3,105-9.2% | $3,868-27.1% | $2,755+2.3% |
| Participant deferral / active EE | $3,558 | $3,869-8.0% | $5,057-29.7% | $4,296-17.2% |
| Admin fee / account holder | $34 | $6,566-99.5% | $8,355-99.6% | $6,918-99.5% |