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 | $181,869 | $115,882+56.9% | $100,516+80.9% | $158,922+14.4% |
| Participation rate | 84.6% | 81.6%+3.0pp | 79.4%+5.2pp | 82.0%+2.7pp |
| Annual return | 16.54% | 34.79%-18.2pp | 30.89%-14.3pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,907 | $4,103-4.8% | $3,418+14.3% | $4,761-17.9% |
| Participant deferral / active EE | $12,553 | $6,674+88.1% | $6,270+100.2% | $5,982+109.8% |
| Admin fee / account holder | $190 | $10,995-98.3% | $8,081-97.6% | $11,246-98.3% |