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 | $97,235 | $89,753+8.3% | $107,525-9.6% | $84,808+14.7% |
| Participation rate | 98.0% | 68.1%+29.9pp | 75.1%+22.9pp | 68.3%+29.7pp |
| Annual return | 13.18% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,858 | $3,113-8.2% | $3,754-23.9% | $2,631+8.6% |
| Participant deferral / active EE | $5,222 | $4,056+28.8% | $5,116+2.1% | $4,212+24.0% |
| Admin fee / account holder | $204 | $7,222-97.2% | $8,919-97.7% | $7,344-97.2% |