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 | $151,433 | $72,492+108.9% | $87,100+73.9% | $72,985+107.5% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 24.40% | 24.46%-0.1pp | 28.19%-3.8pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,950 | $1,894+3.0% | $2,521-22.7% | $2,440-20.1% |
| Participant deferral / active EE | $3,803 | $3,270+16.3% | $4,049-6.1% | $3,607+5.4% |
| Admin fee / account holder | $23 | $5,055-99.5% | $7,497-99.7% | $5,124-99.5% |