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 | $97,077 | $57,828+67.9% | $117,039-17.1% | $70,131+38.4% |
| Participation rate | 97.6% | 67.1%+30.4pp | 77.2%+20.4pp | 69.5%+28.0pp |
| Annual return | 15.89% | 17.55%-1.7pp | 18.95%-3.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $3,878 | $1,816+113.6% | $3,785+2.5% | $2,342+65.6% |
| Participant deferral / active EE | $4,318 | $2,438+77.1% | $3,929+9.9% | $3,332+29.6% |
| Admin fee / account holder | $206 | $3,548-94.2% | $5,974-96.6% | $4,645-95.6% |