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 | $89,311 | $72,277+23.6% | $101,248-11.8% | $79,858+11.8% |
| Participation rate | 77.6% | 68.5%+9.1pp | 75.8%+1.8pp | 69.6%+8.0pp |
| Annual return | 12.03% | 22.30%-10.3pp | 46.47%-34.4pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,133 | $2,692-20.7% | $3,660-41.7% | $2,471-13.7% |
| Participant deferral / active EE | $3,261 | $3,282-0.6% | $4,370-25.4% | $3,740-12.8% |
| Admin fee / account holder | $215 | $4,400-95.1% | $5,945-96.4% | $5,306-95.9% |