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 | $68,782 | $56,277+22.2% | $80,975-15.1% | $62,891+9.4% |
| Participation rate | 80.0% | 69.0%+11.0pp | 75.8%+4.2pp | 69.3%+10.7pp |
| Annual return | 8.87% | 22.12%-13.3pp | 17.10%-8.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,712 | $1,943-11.9% | $3,714-53.9% | $2,281-24.9% |
| Participant deferral / active EE | $4,778 | $4,195+13.9% | $5,696-16.1% | $3,203+49.2% |
| Admin fee / account holder | $216 | $3,741-94.2% | $5,516-96.1% | $4,296-95.0% |