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 | $184,299 | $109,881+67.7% | $150,045+22.8% | $84,808+117.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.95% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,855 | $3,561-19.8% | $4,693-39.2% | $2,631+8.5% |
| Participant deferral / active EE | $2,919 | $6,636-56.0% | $7,997-63.5% | $4,212-30.7% |
| Admin fee / account holder | $76 | $8,568-99.1% | $13,435-99.4% | $7,344-99.0% |