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 | $62,880 | $43,327+45.1% | $59,878+5.0% | $64,186-2.0% |
| Participation rate | 84.6% | 69.2%+15.4pp | 74.7%+9.9pp | 69.6%+15.0pp |
| Annual return | 12.66% | -1.55%+14.2pp | 3.46%+9.2pp | 7.63%+5.0pp |
| Employer contribution / active EE | $2,445 | $2,028+20.5% | $2,722-10.2% | $2,381+2.7% |
| Participant deferral / active EE | $4,596 | $2,546+80.5% | $3,402+35.1% | $3,470+32.5% |
| Admin fee / account holder | $68 | $3,005-97.8% | $3,590-98.1% | $4,888-98.6% |