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 | $96,175 | $78,422+22.6% | $95,952+0.2% | $79,858+20.4% |
| Participation rate | 84.0% | 73.5%+10.5pp | 77.1%+6.9pp | 69.6%+14.4pp |
| Annual return | 18.12% | 19.37%-1.3pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,406 | $1,945-27.7% | $2,541-44.6% | $2,471-43.1% |
| Participant deferral / active EE | $2,839 | $3,440-17.5% | $4,167-31.9% | $3,740-24.1% |
| Admin fee / account holder | $66 | $5,622-98.8% | $6,795-99.0% | $5,306-98.8% |