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 | $65,582 | $65,365+0.3% | $92,893-29.4% | $72,985-10.1% |
| Participation rate | 88.5% | 68.3%+20.1pp | 76.0%+12.5pp | 69.5%+19.0pp |
| Annual return | 23.36% | 42.10%-18.7pp | 109.41%-86.1pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,320 | $2,594+28.0% | $3,653-9.1% | $2,440+36.1% |
| Participant deferral / active EE | $7,537 | $3,128+140.9% | $4,236+77.9% | $3,607+108.9% |
| Admin fee / account holder | $223 | $4,251-94.8% | $5,794-96.2% | $5,124-95.7% |