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 | $158,905 | $68,719+131.2% | $91,541+73.6% | $84,808+87.4% |
| Participation rate | 70.0% | 64.5%+5.5pp | 69.8%+0.2pp | 68.3%+1.7pp |
| Annual return | 17.37% | 19.12%-1.8pp | 20.50%-3.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,051 | $1,920+6.8% | $2,505-18.1% | $2,631-22.0% |
| Participant deferral / active EE | $6,727 | $3,136+114.5% | $4,008+67.8% | $4,212+59.7% |
| Admin fee / account holder | $59 | $5,786-99.0% | $6,956-99.1% | $7,344-99.2% |