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 | $64,881 | $65,365-0.7% | $92,893-30.2% | $72,985-11.1% |
| Participation rate | 92.9% | 68.3%+24.5pp | 76.0%+16.9pp | 69.5%+23.4pp |
| Annual return | 16.77% | 42.10%-25.3pp | 109.41%-92.6pp | 81.00%-64.2pp |
| Employer contribution / active EE | $3,314 | $2,594+27.7% | $3,653-9.3% | $2,440+35.8% |
| Participant deferral / active EE | $6,194 | $3,128+98.0% | $4,236+46.2% | $3,607+71.7% |
| Admin fee / account holder | $36 | $4,251-99.2% | $5,794-99.4% | $5,124-99.3% |