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 | $108,559 | $106,584+1.9% | $101,326+7.1% | $142,382-23.8% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 19.65% | 36.93%-17.3pp | 36.82%-17.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,539 | $3,956+14.7% | $3,665+23.8% | $4,299+5.6% |
| Participant deferral / active EE | $4,074 | $8,297-50.9% | $7,994-49.0% | $6,507-37.4% |
| Admin fee / account holder | $136 | $11,446-98.8% | $11,185-98.8% | $12,624-98.9% |