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 | $92,789 | $62,586+48.3% | $76,768+20.9% | $64,186+44.6% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | 3.72% | -1.95%+5.7pp | 2.43%+1.3pp | 7.63%-3.9pp |
| Employer contribution / active EE | $1,892 | $1,832+3.3% | $2,485-23.9% | $2,381-20.5% |
| Participant deferral / active EE | $4,427 | $3,145+40.8% | $3,852+14.9% | $3,470+27.6% |
| Admin fee / account holder | $16 | $4,667-99.6% | $6,675-99.8% | $4,888-99.7% |