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 | $115,229 | $109,881+4.9% | $150,045-23.2% | $84,808+35.9% |
| Participation rate | 74.3% | 76.1%-1.8pp | 82.3%-8.0pp | 68.3%+6.0pp |
| Annual return | 16.70% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,517 | $3,561-57.4% | $4,693-67.7% | $2,631-42.3% |
| Participant deferral / active EE | $4,075 | $6,636-38.6% | $7,997-49.0% | $4,212-3.3% |
| Admin fee / account holder | $10 | $8,568-99.9% | $13,435-99.9% | $7,344-99.9% |