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 | $79,559 | $56,897+39.8% | $84,750-6.1% | $62,891+26.5% |
| Participation rate | 81.1% | 68.5%+12.5pp | 76.6%+4.5pp | 69.3%+11.8pp |
| Annual return | 9.57% | 6.30%+3.3pp | 22.78%-13.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $4,867 | $2,400+102.8% | $3,574+36.2% | $2,281+113.4% |
| Participant deferral / active EE | $3,809 | $2,709+40.6% | $3,712+2.6% | $3,203+18.9% |
| Admin fee / account holder | $295 | $3,581-91.8% | $5,332-94.5% | $4,296-93.1% |