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 | $100,710 | $91,552+10.0% | $133,956-24.8% | $79,858+26.1% |
| Participation rate | 88.7% | 73.3%+15.4pp | 79.8%+8.9pp | 69.6%+19.1pp |
| Annual return | 19.09% | 61.85%-42.8pp | 45.09%-26.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $4,648 | $2,384+95.0% | $3,919+18.6% | $2,471+88.1% |
| Participant deferral / active EE | $9,172 | $3,733+145.7% | $5,048+81.7% | $3,740+145.2% |
| Admin fee / account holder | $30 | $6,321-99.5% | $8,927-99.7% | $5,306-99.4% |