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 | $84,295 | $49,227+71.2% | $70,449+19.7% | $79,858+5.6% |
| Participation rate | 76.0% | 69.2%+6.8pp | 75.1%+0.9pp | 69.6%+6.4pp |
| Annual return | 20.01% | 30.06%-10.1pp | 109.03%-89.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,357 | $2,099+12.3% | $2,737-13.9% | $2,471-4.6% |
| Participant deferral / active EE | $5,460 | $2,768+97.3% | $3,709+47.2% | $3,740+46.0% |
| Admin fee / account holder | $4 | $2,878-99.9% | $3,845-99.9% | $5,306-99.9% |