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 | $134,078 | $63,861+110.0% | $104,607+28.2% | $79,858+67.9% |
| Participation rate | 71.4% | 64.9%+6.5pp | 74.1%-2.7pp | 69.6%+1.8pp |
| Annual return | 14.88% | 21.30%-6.4pp | 340.46%-325.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,698 | $1,588+6.9% | $2,681-36.7% | $2,471-31.3% |
| Participant deferral / active EE | $3,847 | $2,693+42.8% | $3,740+2.9% | $3,740+2.9% |
| Admin fee / account holder | $259 | $4,185-93.8% | $6,473-96.0% | $5,306-95.1% |