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 5-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 | $189,270 | $138,347+36.8% | $184,203+2.8% | $80,856+134.1% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.6%+28.5pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.81%-28.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $5,520 | $4,850+13.8% | $6,427-14.1% | $2,755+100.4% |
| Participant deferral / active EE | $12,876 | $7,071+82.1% | $9,131+41.0% | $4,296+199.7% |
| Admin fee / account holder | $3 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |