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 | $93,687 | $63,861+46.7% | $104,607-10.4% | $79,858+17.3% |
| Participation rate | 80.6% | 64.9%+15.7pp | 74.1%+6.6pp | 69.6%+11.0pp |
| Annual return | 16.54% | 21.30%-4.8pp | 340.46%-323.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $609 | $1,588-61.7% | $2,681-77.3% | $2,471-75.4% |
| Participant deferral / active EE | $3,968 | $2,693+47.3% | $3,740+6.1% | $3,740+6.1% |
| Admin fee / account holder | $219 | $4,185-94.8% | $6,473-96.6% | $5,306-95.9% |