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 | $153,033 | $117,983+29.7% | $101,794+50.3% | $142,382+7.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 19.06% | 36.92%-17.9pp | 30.53%-11.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $659 | $2,773-76.2% | $2,289-71.2% | $4,299-84.7% |
| Participant deferral / active EE | $5,574 | $4,714+18.2% | $4,084+36.5% | $6,507-14.3% |
| Admin fee / account holder | $194 | $10,433-98.1% | $8,777-97.8% | $12,624-98.5% |