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 | $83,866 | $89,355-6.1% | $141,162-40.6% | $72,985+14.9% |
| Participation rate | 91.1% | 75.1%+16.0pp | 82.5%+8.6pp | 69.5%+21.6pp |
| Annual return | 20.10% | 111.85%-91.7pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $3,074 | $3,114-1.3% | $4,735-35.1% | $2,440+26.0% |
| Participant deferral / active EE | $4,978 | $5,418-8.1% | $6,709-25.8% | $3,607+38.0% |
| Admin fee / account holder | $206 | $5,958-96.5% | $10,261-98.0% | $5,124-96.0% |