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 8-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 | $103,283 | $109,881-6.0% | $150,045-31.2% | $84,808+21.8% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 19.38% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $5,825 | $3,561+63.6% | $4,693+24.1% | $2,631+121.4% |
| Participant deferral / active EE | $16,266 | $6,636+145.1% | $7,997+103.4% | $4,212+286.2% |
| Admin fee / account holder | $213 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |