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 | $68,082 | $46,553+46.2% | $64,056+6.3% | $75,163-9.4% |
| Participation rate | 81.5% | 65.9%+15.5pp | 72.3%+9.2pp | 67.2%+14.3pp |
| Annual return | 11.71% | 26.03%-14.3pp | 33.69%-22.0pp | 160.62%-148.9pp |
| Employer contribution / active EE | $2,881 | $1,974+46.0% | $2,747+4.9% | $2,670+7.9% |
| Participant deferral / active EE | $6,290 | $2,837+121.7% | $3,880+62.1% | $4,125+52.5% |
| Admin fee / account holder | $137 | $2,952-95.4% | $3,068-95.5% | $5,651-97.6% |