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 | $102,177 | $55,706+83.4% | $75,886+34.6% | $72,985+40.0% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.3%+18.2pp | 69.5%+18.0pp |
| Annual return | 19.05% | 27.59%-8.5pp | 30.76%-11.7pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,849 | $1,687+68.9% | $2,500+14.0% | $2,440+16.8% |
| Participant deferral / active EE | $5,935 | $2,634+125.3% | $3,603+64.7% | $3,607+64.5% |
| Admin fee / account holder | $103 | $3,978-97.4% | $5,418-98.1% | $5,124-98.0% |