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 | $171,076 | $81,248+110.6% | $155,509+10.0% | $80,856+111.6% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 12.30% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,530 | $3,100-18.4% | $4,672-45.9% | $2,755-8.2% |
| Participant deferral / active EE | $4,238 | $3,452+22.8% | $5,626-24.7% | $4,296-1.3% |
| Admin fee / account holder | $133 | $7,997-98.3% | $15,912-99.2% | $6,918-98.1% |