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 | $112,386 | $106,515+5.5% | $96,683+16.2% | $139,434-19.4% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 19.55% | 38.43%-18.9pp | 35.69%-16.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $4,474 | $4,103+9.0% | $3,737+19.7% | $4,751-5.8% |
| Participant deferral / active EE | $8,418 | $5,454+54.3% | $4,878+72.6% | $6,710+25.4% |
| Admin fee / account holder | $292 | $7,877-96.3% | $6,730-95.7% | $11,403-97.4% |